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Berents & Hess Capital Management Inc (Boston)


Berents & Hess Capital Management Inc is a large advisory firm based in Boston. It manages $185.48 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Illinois, Massachusetts, New Hampshire, and Vermont.

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Berents & Hess Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Berents & Hess Capital Management: assets under management

The assets under management (AUM) of Berents & Hess Capital Management Inc is $185.48 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $137.48 million in discretionary accounts and $48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.33 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Berents & Hess Capital Management Inc 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.

Based in Boston

The principal office where Berents & Hess Capital Management Inc performs its advisory services is located at 99 Summer Street, Suite 1720, Boston, MA 02110, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-261-3804 or by fax 617-439-0699. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.berents-hess.com.


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