NBW Capital is an investment advisor in Boston with $495.42 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Taylor Investment Counselors LLC
SEC CIK
IRS number
522398149
SEC advisor number
801-69253
FINRA CRD number
147306
AUM ?
$525.32 mm
(as of 29 Mar 24)
Accounts
608
(as of 29 Mar 24)
Employees
9
(4 investment advisory or research)
Address
NBW Capital
101 FEDERAL STREET 22ND FLOOR
BOSTON
MA 02155
101 FEDERAL STREET 22ND FLOOR
BOSTON
MA 02155
Phone
617-482-2222
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21