Traub Capital Management

CRD 136851 · Needham, MA · $210.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 136851
SEC number: 801-70068
Firm type: RIA
Assets under management: $210.8M as of Mar 5, 2026
Website: traubcapital.com ↗
Phone: 781-453-3929
Address: 97 Chapel St, Needham, MA, 02492-2680

Advisors at this firm

3 in our index · page 1 of 1

Jake Ethan BulianCRD 8130614 · Needham, MA

IA Registered
Agnes OlshanskyCRD 7070000 · Needham, MA

IA Registered
Heydon David TraubCRD 3051205 · Needham, MA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 136851 ↗ FINRA BrokerCheck record for firm CRD 136851 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.