Unclaimed Profile

Samuel Porter Callard

MATHEYS LANE CAPITAL MANAGEMENT L.P.·PROVIDENCE, Rhode Island

Clean recordMATHEYS LANE CAPITAL MANAGEMENT L.P.

ONE WEST EXCHANGE STREET, PROVIDENCE, RI 02903CRD# 5811203Firm CRD# 148887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Porter Callard · PROVIDENCE, RI

Registration

CRD #5811203 · MATHEYS LANE CAPITAL MANAGEMENT L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MATHEYS LANE CAPITAL MANAGEMENT L.P.

AUM

$1.6B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5811203

Firm CRD# 148887

View on FINRA BrokerCheck →

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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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