Anchor/Russell Capital Advisors LLC (Boston)

Name: Anchor/Russell Capital Advisors LLC
Address: One Post Office Square, Boston, MA, 02109 2103
Telephone: [617] 338-2722

Anchor/Russell Capital Advisors LLC is a large advisory firm based in Boston. It manages $282.17 million of regulatory assets for 369 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut, Florida, Illinois, and 5 other states.

Anchor/Russell Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Anchor/Russell Capital Advisors: assets under management

The assets under management (AUM) of Anchor/Russell Capital Advisors LLC is $282.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $282.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $764.69 thousand each.

Anchor/Russell Capital Advisors has custody of $1.55 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Anchor/Russell Capital Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Anchor/Russell Capital Advisors LLC

David J Kaye has been acting as President since 1 Oct 2010. Diane Marie Debono Schafer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Phipps Rice	President, treasurer, clerk, chief compliance officer	1 Apr 1989	Other	2114122
John Drew Dupuy	Executive vice president	1 Jul 1989	Other	1098130
Gary Edward Adams	Senior vice president	1 Jun 2006	Other	3123178
Anchor Capital Holdings Llc	Member, manager	1 Jun 2006	75% - 100%	20-4918509
Stephen Carter Brown	Director	1 Jun 2006	Other	33028
Kathryn Ann Kearney	Chief compliance officer	1 Sep 2010	Other	5852702
David J Kaye	Director	1 Oct 2010	Other	5903932
Clayton George Deutsch	Director	1 Oct 2010	Other	5860322
Diane Marie Debono Schafer	Chief compliance officer	1 Nov 2012	Other	4382158

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Boston Private Financial Holdings	Manager, member	1 Jun 2006	75% - 100%	04-2976299

Based in Boston

The principal office where Anchor/Russell Capital Advisors LLC performs its advisory services is located at One Post Office Square, Boston, MA 02109 2103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [617] 338-2722 or by fax [617] 368-3768. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.anchorrussell.com.