Traub Capital Management, LLC
● SEC registered since 2009CRD 136851SEC# 801-70068Needham, MA
Reg. AUM
$210.8M
Employees
4
Accounts
131
Location
Needham, MA
Traub Capital Management, LLC assets under management
Traub Capital Management, LLC is a registered investment adviser overseen by the SEC based in Needham, MA. The firm has been registered since 2009. It reports $210.8 million in regulatory assets under management and employs 4 people.
Traub Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heydon David Traub Control | Managing Member And Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Traub Capital Management, LLC manage?
Traub Capital Management, LLC reports $210.8 million in regulatory assets under management on its Form ADV.
How many employees does Traub Capital Management, LLC have?
Traub Capital Management, LLC reports 4 employees.
Where is Traub Capital Management, LLC located?
Traub Capital Management, LLC is based in Needham, MA and has been SEC-registered since 2009.
Does Traub Capital Management, LLC disclose fund performance?
Traub Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 97 Chapel St, Suite 7, Needham, MA 02492-2680 |
| Phone | 781-453-3929 |
| Fax | 781-898-7647 |
| Office hours | 8:30-5:30 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2079207 |
| Discloses disciplinary history | No |
Regulatory AUM
$210.8M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$210.8Mregulatory AUM
Discretionary $207.4MNon-discretionary $3.4M