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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

COMMONS CAPITAL, LLC

CRD 165738

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:610aa444-245b-0405-3da9-16daa1c3cea4

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Apr 11, 2018 to Aug 31, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $307MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $282M
Private client RAUM: $307MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $61.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 728
Individual clients: 66
High net worth clients: 160
SEC number: 801-113208
CRD: 165738
Filings on the tape: 20
First filed: Apr 11, 2018
Latest filed: Aug 31, 2026
Organised: Limited Liability Company, MA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN DAVID STRAUS	n/a	NEEDHAM, MA	13	26	3	yes
ROSE MARY THOMPSON	n/a	NEEDHAM, MA	13	24	2	no
MALIK A SMITH	n/a	NEEDHAM, MA	7	15	3	no
ROBERT MICHAEL MANSCHOT	n/a	NEW YORK, NY \| NEEDHAM, MA	5	29	n/a	no
NICHOLAS LEE DUTTER	n/a	NEEDHAM, MA	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
STRAUS, JONATHAN, DAVID	FOUNDING PRINCIPAL, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER	E	yes	10/2012	Apr 11, 2018	Feb 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$307M	$282M	6	6	3	n/a	n/a
2024	Mar 18, 2025	$246M	$213M	6	6	1	n/a	n/a
2023	Feb 5, 2024	$173M	$161M	4	4	1	n/a	n/a
2022	Mar 14, 2023	$155M	$151M	4	4	1	n/a	n/a
2021	Mar 2, 2022	$184M	$176M	4	4	1	n/a	n/a
2020	Mar 7, 2021	$146M	$137M	4	4	1	n/a	n/a
2019	Mar 9, 2020	$128M	$120M	4	4	1	n/a	n/a
2018	Mar 11, 2019	$95.4M	$86.8M	3	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	40.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$307M	$246M	24.9%	$155M	25.6%	6	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RADIUS CAPITAL ADVISORS	2	Apr 6, 2026	Apr 30, 2026	CONCORD, MA	Team lift out	RIA to state RIA	28.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RADIUS CAPITAL MANAGEMENT, LLC	2	Feb 11, 2025	Jan 13, 2025	CAMBRIDGE, MA	Team lift out	Other	100.0%

Relationships

Affiliated with (1)

← LEIGH BALDWIN & CO., LLCRegistered adviserother investment adviser
factForm ADV

Registered with (8)

← NICHOLAS LEE DUTTERAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← ROBERT MICHAEL MANSCHOTAdvisorregistration: current employment
Jul 21, 2021 to presentfactForm ADV
← MALIK A SMITHAdvisorregistration: current employment
Aug 21, 2019 to presentfactForm ADV
← JONATHAN DAVID STRAUSAdvisorregistration: current employment
Dec 14, 2012 to presentfactForm ADV
← ROSE MARY THOMPSONAdvisorregistration: current employment
Dec 14, 2012 to presentfactForm ADV
← KIMBALL BULLARD HALSEYAdvisorregistration: previous registration
Dec 24, 2024 to Apr 6, 2026factForm ADV
← Helen Gayle JamiesonAdvisorregistration: previous registration
Jan 13, 2025 to Apr 6, 2026factForm ADV
← MICHAEL P. GROSSAdvisorregistration: previous registration
Oct 6, 2014 to Dec 21, 2015factForm ADV

Moved with (1)

→ RADIUS CAPITAL ADVISORSRegistered adviser2 advisors, team lift out, same day
Apr 6, 2026 to Apr 30, 2026factForm ADV

Controls (1)

← STRAUS, JONATHAN, DAVIDOwnerFOUNDING PRINCIPAL, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 11, 2018 to Feb 5, 2024factForm ADV

Dated events

Occurred
Apr 6, 2026
Team lift-out
2 advisors left Commons Capital, LLC (Needham, MA) for Radius Capital Advisors on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 6, 2026
Advisor changed firm
Helen Gayle Jamieson left Commons Capital, Llc for Radius Capital Advisors (registered 2026-04-30)
Form ADVobserved 6 days ago
Occurred
Apr 6, 2026
Advisor changed firm
Kimball Bullard Halsey left Commons Capital, Llc for Radius Capital Advisors (registered 2026-04-30)
Form ADVobserved 6 days ago
Occurred
Feb 11, 2025
Team lift-out
2 advisors left Radius Capital Management, LLC (Cambridge, MA) for Commons Capital, LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 11, 2018
First Form ADV filing
Commons Capital Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:610aa444-245b-0405-3da9-16daa1c3cea4
First observed: Apr 11, 2018
Last observed: Aug 31, 2026 21 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COMMONS CAPITAL, LLC

CRD 165738

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:610aa444-245b-0405-3da9-16daa1c3cea4

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN DAVID STRAUS

n/a

NEEDHAM, MA

yes

ROSE MARY THOMPSON

n/a

NEEDHAM, MA

MALIK A SMITH

n/a

NEEDHAM, MA

ROBERT MICHAEL MANSCHOT

n/a

NEW YORK, NY | NEEDHAM, MA

n/a

NICHOLAS LEE DUTTER

n/a

NEEDHAM, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

STRAUS, JONATHAN, DAVID

FOUNDING PRINCIPAL, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICER

yes

10/2012

Apr 11, 2018

Feb 5, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$307M

$282M

n/a

2024

Mar 18, 2025

$246M

$213M

n/a

2023

Feb 5, 2024

$173M

$161M

n/a

2022

Mar 14, 2023

$155M

$151M

n/a

2021

Mar 2, 2022

$184M

$176M

n/a

2020

Mar 7, 2021

$146M

$137M

n/a

2019

Mar 9, 2020

$128M

$120M

n/a

2018

Mar 11, 2019

$95.4M

$86.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

40.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$307M

$246M

24.9%

$155M

25.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RADIUS CAPITAL ADVISORS

Apr 6, 2026

Apr 30, 2026

CONCORD, MA

Team lift out

RIA to state RIA

28.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RADIUS CAPITAL MANAGEMENT, LLC

Feb 11, 2025

Jan 13, 2025

CAMBRIDGE, MA

Team lift out

Other

100.0%