CSP

CSP

Founded in 1970 in Boston, CSP was established as an independent investment counsel dedicated to managing equity assets for wealthy families and institutional accounts. The firm structured itself around a research-intensive philosophy—deep fundamental analysis of individual companies rather than macroeconomic calls or sector rotation. This patient, concentrated approach became the architectural constant through five decades of market cycles. CSP runs concentrated domestic equity portfolios, typically holding between 25 and 40 names with annual turnover in the low single digits. The strategy spans large-cap, mid-cap, and balanced mandates, with a documented preference for high-quality businesses with durable competitive advantages and strong free-cash-flow generation. The firm does not participate in venture capital, private equity funds, or alternative assets. Confirmed portfolio holdings over time have included positions in Berkshire Hathaway, Johnson & Johnson, and Procter & Gamble, though CSP does not publicly disclose current quarterly holdings. Geographic focus is exclusively United States equities. The firm operates with a lean team structure from a single Boston office, serving a concentrated client base of families and institutions. CSP has not publicly disclosed total assets under management, number of professionals, or adjacent investment vehicles. The firm maintains a deliberately low public profile, with no press releases, marketing materials, or social media presence beyond its bare-bones regulatory filings and a minimal website (per public record). There is no known participation in co-investment clubs, peer networks, or philanthropic foundations tied to the firm. CSP's structural differentiator is its refusal to scale: the firm accepts a limited number of client relationships and makes no effort to gather assets, launch new products, or build a brand. This deliberately anti-commercial posture—a 50-year-old firm that operates more like a family trust company than a modern asset manager—defines its competitive identity. Succession and governance details remain private.