P
Pashadre Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$83,715,993
Clients
114
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$734,351
About
The firm serves individuals, corporations, non-profit organizations, retirement plans, trusts and small businesses, offering discretionary portfolio management and investment advisory services. Portfolios are tailored to clients’ objectives, risk tolerances and time horizons, and the firm does not impose a firmwide account minimum.
Its investment approach is eclectic, integrating fundamental, technical and behavioral analysis and employing diversification across cash, equities, fixed income, ETFs, REITs and ADRs with international exposure. The firm subscribes to multiple third‑party research sources and emphasizes balancing loss mitigation with opportunistic positioning, applying behavioral insights informed by the sole investment professional’s prior training in counseling and forensic behavioral analysis.
Distinctive features include operation as a single‑advisor independent firm with no third‑party affiliations, no soft‑dollar arrangements and no performance‑based fees; the firm does not custody client assets (custody is maintained at major custodians such as Charles Schwab). It manages approximately $83.7 million for about 114 clients and generally exercises discretionary authority for the majority of accounts while retaining a small number of long‑standing non‑discretionary relationships.
Client services
Portfolio management
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.875% $2,000,001 - $4,000,000: 0.75% $4,000,001+: Negotiable
Fee-only: Asset-based fee covering investment management, advisory and related services
Main office location
Pashadre Capital Management, Inc.
33 Union Street, Ste. 212
S. Weymouth MA 02190, United States
Number of offices
1
Most active in
Pashadre Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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