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REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC
CRD 137342File 801-64812
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.23B
Top 25% of cohort (national)
Discretionary AUM
$4.09B
Non-discretionary $140.0M
Clients
745
749 accounts
Employees
35
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 21, 2005
- Principal office
- 10 POST OFFICE SQUARE, SUITE N1010, BOSTON, MA, 02109
- Phone
- 617-226-9999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.23B
- Discretionary AUM
- $4.09B
- Non-discretionary AUM
- $140.0M
- Discretionary accounts
- 731
- Non-discretionary accounts
- 18
- Total accounts
- 749
- AUM per client
- $5.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $160.3M |
| Investment companies | 1 | $99.0M |
| Charitable organizations | 10 | $75.7M |
| Other investment advisers | 5 | $70.7M |
| High net worth individuals | 545 | $2.88B |
| Pension and profit sharing plans | 4 | $23.8M |
| State or municipal government entities | 1 | $8.6M |
| Individuals (other than high net worth individuals) | 159 | $72.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 749 | 745 | decreased by4 |
| Apr 1, 2026 | Employees | 34 | 35 | increased by1 |
| Apr 1, 2026 | Clients | 779 | 749 | decreased by30 |
| Apr 1, 2026 | AUM | $3,916,569,543 | $4,227,841,161 | increased by$311,271,618 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 825 | 779 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,904,642,023 | $3,916,569,543 | increased by$11,927,520 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 822 | 749 | decreased by73 |
| Apr 1, 2022 | Employees | 33 | 34 | increased by1 |
| Apr 1, 2022 | Clients | 767 | 825 | increased by58 |
| Apr 1, 2022 | AUM | $3,278,288,263 | $3,904,642,023 | increased by$626,353,760 |
| Apr 1, 2022 | Accounts | 767 | 822 | increased by55 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REYNDERS MCVEIGH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REYNDERS MCVEIGH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.