American Capital Management Inc
Firm details
- Headquarters
- New York, New York
- CRD number
- 110861
- Registered since
- May 27, 1980
- Custodians
- BANK OF AMERICA
- Fee structure
- Percentage of AUM
- Client types
- HNWI41.92%
- Pooled Investment Vehicles24.8%
- Corporations / Businesses23.02%
- Charitable Organizations9.89%
- Pension & Profit Sharing Plans0.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
American Capital Management Inc. is an SEC-registered, institutionally classified RIA that has been in registration since 1980. The firm operates as a privately held corporation and serves both individual/family clients and institutional investors. Its business model centers on discretionary portfolio management across separately managed accounts and pooled vehicles, and it charges clients on a percentage-of-AUM basis. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents11%
Owners & executives
3 of 3
Jr. La Valle
Founder, Chairman, and CIOCRD 4390741
Michael Meagher
Chief Operating Officer & Chief Compliance OfficerCRD 1518496
Ross Weissman
Managing Director, Chief Financial OfficerCRD 4612569
Contacts
3 of 4
Mary Catherine Mcrae
Executive Vice PresidentCRD 1877116
David La Valle
President and Portfolio ManagerCRD 5285561
Thomas Vail
Managing Director and Portfolio ManagerCRD 2606914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$8.3M in ETFs
100%
$8.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $2.1M | 25,524 | 25.19% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 575 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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