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Samuel Porter Callard

MATHEYS LANE CAPITAL MANAGEMENT L.P.·PROVIDENCE, Rhode Island
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ONE WEST EXCHANGE STREET, PROVIDENCE, RI 02903CRD# 5811203Firm CRD# 148887
01

About

Samuel Porter Callard is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with MATHEYS LANE CAPITAL MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MATHEYS LANE CAPITAL MANAGEMENT L.P.
MATHEYS LANE CAPITAL MANAGEMENT L.P.
AUM
$1.6B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MATHEYS LANE CAPITAL MANAGEMENT L.P. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5811203
Firm CRD# 148887
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samuel Porter Callard offer?
Samuel Porter Callard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Samuel Porter Callard's credentials?
Samuel Porter Callard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samuel Porter Callard located?
Samuel Porter Callard is based in PROVIDENCE, Rhode Island, working with MATHEYS LANE CAPITAL MANAGEMENT L.P.. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Samuel Porter Callard charge for services?
Samuel Porter Callard's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATHEYS LANE CAPITAL MANAGEMENT L.P.?
MATHEYS LANE CAPITAL MANAGEMENT L.P. has approximately 7 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Rhode Island
SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)
City Guides
SMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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