Weyland Capital Management LLC (Portsmouth)

Name: Weyland Capital Management LLC
Address: 22 Deer Street, Portsmouth, NH, 03801
Telephone: 603-433-8994

Weyland Capital Management LLC is a large advisory firm based in Portsmouth. It manages $173.31 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Illinois, Maine, Massachusetts, and 3 other states.

Weyland Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and municipalities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Weyland Capital Management: assets under management

The assets under management (AUM) of Weyland Capital Management LLC is $173.31 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $163.95 million in discretionary accounts and $9.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $69.91 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Weyland Capital Management LLC 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.

Careers at Weyland Capital Management LLC

John Francis O'reilly has served as the Chief Investment Officer since 1 Jan 2013. Weyland Financial Group Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Weyland Financial Group Llc	Member	1 Jan 2010	75% - 100%	113286
Polly Herrick Henkel	Ceo, chief compliance officer, elected manager	1 Jan 2010	Other	4407221
Frank Charles Sabin	Portfolio manager	1 Jan 2010	Other	4442860
Robert Weyland Henkel	Chief investment officer, elected manager	1 Jan 2010	Other	2797314
John Francis O'reilly	Chief investment officer	1 Jan 2013	Other	5090018

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Polly Herrick Henkel	Member	1 May 1995	75% - 100%	4407221
Robert Weyland Henkel	Chief investment officer	1 May 1995	50% - 75%	2797314

Based in Portsmouth

The principal office where Weyland Capital Management LLC performs its advisory services is located at 22 Deer Street, Portsmouth, NH 03801 The mailing address of the firm is Po Box 1246, Portsmouth, NH 03802. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-433-8994 or by fax 603-427-1669. The normal business hours are 8-4 on Monday - Friday. You can find more information about the New York firm at weyland.com.