Radius Capital Management, LLC is an adviser based in Cambridge. It manages $19.37 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2008.
Radius Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Radius Capital Management, LLC is $19.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Radius Capital Management, 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.
Kimball Bullard Halsey has been acting as President since 1 Apr 2004. Edlira Hoxhalli joined the executive team most recently as the Chief Compliance Officer.
The principal office where Radius Capital Management, LLC performs its advisory services is located at 131 Tremont Street, Cambridge, MA 02139, 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 617-661-4200 or by fax 617-812-5540. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.radius-capital.com.