Commons Capital, LLC
Commons Capital, LLC is an independent, boutique private wealth management firm headquartered in Needham, Massachusetts, United States. Registered as an investment adviser with the SEC, the firm specializes in delivering a multi-family office experience, focusing on customized wealth management for individuals and high net worth families. Founded in 2011, the firm employs approximately 4 to 6 professionals, all involved in investment advisory, serving primarily United States-based clients.
Investment Strategy
Commons Capital employs a comprehensive private wealth management strategy tailored to each client, with a focus on long-term financial planning and risk management. Investments are diversified across major asset classes including equities (such as technology, consumer staples, and health care), using a disciplined approach to asset allocation, manager selection, and market analysis. The firm acts as a fiduciary, prioritizing client objectives and incorporating strategies such as multi-manager portfolios, tax efficiency, and insurance protections through partnerships with institutions like Fidelity Institutional Wealth Services.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 15.12% | $19.9M | 126,221 | $31.92 | $157.99 | +$6.4M |
A AMZN | AMAZON COM INC | 4.86% | $6.4M | 29,193 | $169.52 | $219.39 | +$984.7K |
A AAPL | APPLE INC | 4.84% | $6.4M | 31,144 | $179.48 | $205.17 | -$2.2M |
M MSFT | MICROSOFT CORP | 4.58% | $6.0M | 12,137 | $353.52 | $497.41 | +$1.7M |
A AVGO | BROADCOM INC | 4.25% | $5.6M | 20,328 | $78.08 | $275.65 | +$2.3M |