Commons Capital, LLC 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 April 16, 2026, reports $307M in regulatory assets under management, 6 employees, 3 offices, and 728 accounts.
Assets Under Management
$307M
Employees
6
Offices
3 offices
Total Clients
226
Primary office
NEEDHAM, MA
254 SECOND AVENUE, SUITE 130, NEEDHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.8% of total clients.
Top client categories% of clientsClients
1
HNWI
70.8%
160
2
Individuals
29.2%
66
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$307Mas of April 16, 2026
Discretionary91.7%
$282M
92% of total RAUM91.7%
Non-discretionary8.3%
$25M
8% of total RAUM8.3%
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.
Total AUM$307M
Total Accounts728
10Y AUM Change+$196M (+176.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee38:1
10Y Employee Change+2 (+50.0%)
* 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.