Reynolds Group, Private Investment Counselors, LLC (Cambridge)

Name: Reynolds Group, Private Investment Counselors, LLC
Address: 61 Otis Street, Cambridge, MA, 02141 1718
Telephone: 617-945-5157

Reynolds Group, Private Investment Counselors, LLC is a large advisory firm based in Cambridge. It manages $551.4 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Massachusetts.

Reynolds Group, Private Investment Counselors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Reynolds Group, Private Investment Counselors: assets under management

The assets under management (AUM) of Reynolds Group, Private Investment Counselors, LLC is $551.4 million. The firm's AUM has grown by 385% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Reynolds Group, Private Investment Counselors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Reynolds Group, Private Investment Counselors serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Reynolds Group, Private Investment Counselors is corporations or other businesses with 1 clients and $545.47 million of assets under management. Among the 11 most similar advisory firms, Reynolds Group, Private Investment Counselors has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $551.4 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Reynolds Group, Private Investment Counselors also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Reynolds Group, Private Investment Counselors, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Maxwell Reynolds	Managing partner, chief compliance officer; chief executive officer	1 May 2010	75% - 100%	2424551

Based in Cambridge

The principal office where Reynolds Group, Private Investment Counselors, LLC performs its advisory services is located at 61 Otis Street, Cambridge, MA 02141 1718, which is also the mailing address of the firm. An additional office of the firm is in Warren, VT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-945-5157 or by fax N/A. The normal business hours are 8:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at rgpic.com.