Traub Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Needham, MA. Its latest Form ADV filing, dated March 5, 2026, reports $211M in regulatory assets under management, 4 employees, and 131 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.4% of total clients.
Top client categories% of clientsClients
1
HNWI
53.4%
70
2
Individuals
45.0%
59
3
Pension Plans
0.8%
1
4
Corporations
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of March 5, 2026
Discretionary98.4%
$207M
98% of total RAUM98.4%
Non-discretionary1.6%
$3M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$211M
Total Accounts131
10Y AUM Change+$100M (+89.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee33:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.