# Commons Capital, LLC

> Commons Capital, LLC is an SEC-registered investment advisory firm in Needham, MA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 165738
- Filed as: COMMONS CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165738
- AdvisorCensus page: https://advisorcensus.com/firm/commons-capital-llc-needham-ma-165738

## Quick answers

**How is Commons Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Commons Capital, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Commons Capital, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated August 31, 2026 states: Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Commons Capital, LLC located?**
Commons Capital, LLC's principal office is in Needham, MA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Commons Capital, LLC registered with the SEC or a state?**
Commons Capital, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 165738.

**How much does Commons Capital, LLC manage?**
Commons Capital, LLC reports $307,403,881 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (92% discretionary).

**How have Commons Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for Commons Capital, LLC: Regulatory assets under management: $146,478,310 in the October 2021 data and $307,403,881 in the October 2026 data, up 110%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Commons Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (160); individuals (other than high net worth individuals) (66).

**Which custodians does Commons Capital, LLC use?**
Commons Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Commons Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165738

**Does Commons Capital, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 31, 2026 says: "Commons Capital generally does not impose a minimum relationship size."

**What changed in Commons Capital, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $246,061,209 to $307,403,881 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 31, 2026)

- Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it)

> Investment advisory fees range from 2.00% to 0.25% based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.

- Account minimum: None

> Commons Capital generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $307,403,881
- Discretionary: $282,035,799
- Non-discretionary: $25,368,082

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $15,294,927 |
| High net worth individuals | 160 | $292,108,954 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- commonsllc.com
- Facebook @CommonsCapital
- Instagram @commonscapital
- LinkedIn @commonscapital
- X @commonscapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $146,478,310 | 4 | September 9, 2021 |
| October 2022 | $184,316,352 | 4 | March 2, 2022 |
| October 2023 | $154,989,859 | 4 | March 14, 2023 |
| October 2024 | $173,420,262 | 4 | February 5, 2024 |
| October 2025 | $246,061,209 | 6 | March 18, 2025 |
| October 2026 | $307,403,881 | 6 | August 31, 2026 |

Regulatory assets under management: $146,478,310 in the October 2021 data and $307,403,881 in the October 2026 data, up 110%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $246,061,209 to $307,403,881 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Commons Capital, LLC (CRD 165738): Form ADV filing data as of October 2026.