Commons Capital provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and philanthropic planning. Financial planning was provided to 11–25 clients last fiscal year.
Commons Capital reports 226 clients. They include 160 high-net-worth individuals and 66 individual clients. Of its assets, 91.7% ($282M across 654 accounts) are managed with discretion; $25.4M across 74 accounts are not. A wrap fee program the firm both sponsors and manages holds $307M. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 5% |
| High-net-worth individuals | 71% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 66 | $15.3M | 5.0% | $232K |
| High-net-worth individuals | 160 | $292M | 95.0% | $1.83M |
| Total | 226 | $307M | 100% | $1.36M |
- Clients
- 66
- Regulatory AUM
- $15.3M
- AUM share
- 5.0%
- Avg. per client
- $232K
- Clients
- 160
- Regulatory AUM
- $292M
- AUM share
- 95.0%
- Avg. per client
- $1.83M
Total
- Clients
- 226
- Regulatory AUM
- $307M
- AUM share
- 100%
- Avg. per client
- $1.36M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Commons Capital charges 0.25%–2.00% for its Wealth Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed fee of up to $2,000, due on completion of the engagement deliverables; may be reduced if the client implements the plan with the firm.
Jonathan Straus owns 75% or more of Commons Capital. The leadership team of Commons Capital includes Chief Compliance Officer Jonathan Straus. It has 6 employees.
Leadership
- Jonathan StrausFounding Principal, Portfolio Manager and Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Nicholas Lee Dutter
- Robert Michael Manschot
- Malik A Smith
- Jonathan David Straus
- Rose Mary Thompson
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Commons Capital, LLC
Jonathan Straus
Control person · since October 2012
Commons Capital’s regulatory assets grew 2.1× from $146M (March 2021) to $307M (August 2026); clients rose from 126 to 226 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $307M | 226 | 6 | 2 |
| March 2025 | $246M | 231 | 6 | 2 |
| February 2024 | $173M | 174 | 4 | 2 |
| March 2023 | $155M | 167 | 4 | 2 |
| March 2022 | $184M | 149 | 4 | 2 |
| March 2021 | $146M | 126 | 4 | 2 |
Besides its headquarters, Commons Capital has 1 office, with 2 listed addresses in Massachusetts and New York.
Massachusetts · 1 listed address
- 75 2nd Avenue, Suite 410, NeedhamHQ
New York · 1 listed address
- 808 Columbus Avenue, New York
Contact and registration details
- Legal name
- Commons Capital, LLC
- Headquarters
- 75 2nd Avenue, Suite 410, Needham, MA 02494
- Website
- commonsllc.com
- Phone
- 617-431-7200
- @commonscapital
- SEC file
- 801-113208
- Founded
- 2009
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Commons Capital uses Fidelity ($307M) as custodian for its separately managed accounts. Commons Capital does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $307M100%
At year end, Commons Capital’s separately managed accounts were mostly in stocks (66%) and bonds (15%). Its reported 13F holdings for the quarter ended 30 June 2026 total $143M across 96 positions; the largest are Nvidia Corporation (14.1%), Alphabet Inc. (8.0%) and Broadcom Inc. (7.8%).
What the accounts hold
- Stocks66%
- Funds6%
- Registered funds5%
- Pooled vehicles1%
- Bonds15%
- U.S. government and agency bonds13%
- Investment grade corporate bonds2%
- Cash13%
Reported 13F holdings
- $143M
- Reported 13F value
- 96
- Positions
- 58.1%
- In the 10 largest
- +19.5%
- Value vs. prior quarter
- Nvidia Corporation14.1%
- Alphabet Inc. · Cap Stk CL A8.0%
- Broadcom Inc.7.8%
- Apple Inc.7.1%
- Amazon Com Inc.5.1%
- Palo Alto Networks Inc.5.1%
- Microsoft Corp.3.2%
- Crowdstrike Hldgs Inc. · CL A3.0%
- Hca Healthcare Inc.2.4%
- Global Ship Lease Inc. · Com CL A2.3%
Together, the ten largest are 58.1% of reported value.
How many clients does Commons Capital have?
Commons Capital has 226 clients and manages $307 million for them, as of August 2026. They include 160 high-net-worth individuals and 66 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 August 2026
What services does Commons Capital offer?
Commons Capital provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Commons Capital charge?
Commons Capital charges 0.25%–2.00% for its Wealth Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: COMMONS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 31 August 2026
Which custodians does Commons Capital use?
Commons Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $307M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026
How many financial advisors does Commons Capital have?
Commons Capital has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Commons Capital invest in?
At the end of its last fiscal year, Commons Capital’s separately managed accounts held 66% exchange-traded equities, 13% U.S. government and agency bonds, 13% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs), 2% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Commons Capital?
Commons Capital’s direct owner is Jonathan Straus (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 August 2026
How does Commons Capital get paid?
Commons Capital is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Commons Capital registered with the SEC?
Yes, Commons Capital has been registered with the SEC as an investment adviser since 7 May 2018. Its CRD number is 165738 and its SEC file number is 801-113208.
Source: Form ADV Part 1A, Item 1, filed 31 August 2026; IAPD firm record
How do I contact Commons Capital?
Commons Capital’s main office is at 75 2nd Avenue, Suite 410, Needham, MA 02494. Its phone number is 617-431-7200. Its website is commonsllc.com.