Capital Design Private Wealth LLC
● SEC registered since 2023CRD 300472SEC# 801-127160Portsmouth, NH
Reg. AUM
$96M
Employees
2
Accounts
480
Location
Portsmouth, NH
Capital Design Private Wealth LLC assets under management
Capital Design Private Wealth LLC is an SEC-registered investment adviser based in Portsmouth, NH. The firm has been registered since 2023. It reports $96 million in regulatory assets under management and employs 2 people.
Capital Design Private Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andre Norman Laplante Control | Founding Partner, Managing Member, And Chief Compliance Officer | 50-75% | 2019 |
| Hilton J Kelly Control | Founding Partner And Managing Member | 50-75% | 2019 |
Frequently asked questions
How much does Capital Design Private Wealth LLC manage?
Capital Design Private Wealth LLC reports $96 million in regulatory assets under management on its Form ADV.
How many employees does Capital Design Private Wealth LLC have?
Capital Design Private Wealth LLC reports 2 employees.
Where is Capital Design Private Wealth LLC located?
Capital Design Private Wealth LLC is based in Portsmouth, NH and has been SEC-registered since 2023.
Does Capital Design Private Wealth LLC disclose fund performance?
Capital Design Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 36 Maplewood Avenue, Portsmouth, NH 03801 |
| Phone | 603-610-8290 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$96M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$96Mregulatory AUM
Discretionary $96M