CAPITAL COUNSEL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 109001
- Registered since
- October 6, 1999
- Website
- capitalcounsel.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.01%
- Pooled Investment Vehicles14.06%
- Charitable Organizations7.12%
- Pension & Profit Sharing Plans0.54%
- Individuals0.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Capital Counsel LLC is an independent registered investment adviser that has been SEC-registered since 1999. The firm is organized as an LLC with ownership that includes domestic entity and individual interests. It serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, portfolio management for institutions, and the publication of periodicals or newsletters. The firm states it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities92%
- Cash & Cash Equivalents8%
Owners & executives
2 of 2LAUREN BLUM
Chief Investment OfficerCRD 5121434
CHANTALLE HANNA
Chief Compliance OfficerCRD 8073003
Contacts
3 of 7F SMITH
FounderCRD 427521
JAMES MAGID
MemberCRD 316916
TERENCE GREENE
PresidentCRD 2199432
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$3.1M in ETFs
100%
$3.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $1.7M | 20,450 | 55.26% |
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
- 527 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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