FAMILY CAPITAL FIDUCIARY LLC
Legal name: FAMILY CAPITAL FIDUCIARY, LLC
CRD #112220 SEC #801-57006 BOSTON, MA 617-227-4888
SEC Registered
Total AUM
$139.7M
Discretionary
$139.7M
Employees
10
Clients
10
Accounts
50
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 6, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUCICH, ANDREW, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | |
| WILLIAMS, JOHN, DAVID | I | SECRETARY, MANAGING DIRECTOR | NA | Control |
| WINSLOW, PETER, LAVERACK | I | TREASURER | NA | Control |
| CAPITAL FORMATION GROUP, INC | DE | MEMBER | C | Control |
| FIN-NET, INC. | DE | MEMBER | C | Control |
| BEAUREGARD, LETITIA, HUSSEY | I | MEMBER AND DIRECTOR | B | Control |
| FREY, ROBERT | I | CHAIRMAN, MANAGING DIRECTOR | B | Control |
Registrations
Federal
IA
Jun 6, 2001 REGISTERED
Notice Filings (3)
CA MA NJ
Address
33 BROAD STREETBOSTON, MA 2481
USA
Phone: 617-227-4888