Traub Capital Management
Traub Capital Management is an SEC-registered wealth manager in Needham, MA with $210.8M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Traub Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136851, SEC 801-70068, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $210.8M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Needham, MA
- Employees
- 4
- Clients
- 131
- CRD
- 136851
- Ownership
- TRAUB, HEYDON, DAVID
How much AUM does Traub Capital Management have?
Traub Capital Management reported $210.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Traub Capital Management?
Disclosed owners and executives of Traub Capital Management include TRAUB, HEYDON, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.