CAPITAL MANAGEMENT ASSOCIATES INC
Firm details
- Headquarters
- New York, New York
- CRD number
- 104783
- Registered since
- September 2, 1982
- Website
- www.cap-mgt.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Capital Management Associates Inc. is a corporation that has been SEC-registered since 1982 and is owned by an individual. The firm serves institutional clients and charges fees as a percentage of assets under management. Its principal advisory activity is portfolio management for investment companies. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Industry affiliations listed include a broker-dealer relationship and classification as another investment adviser.
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
Owners & executives
3 of 4PHILIP CURCURU
Chief Financial OfficerCRD 4170350
WILLIAM MCFADDEN
CEO & Managing MemberCRD 5337971
STEPHEN PORTAS
President, Chief Compliance OfficerCRD 2482930
Contacts
2 of 2DAVID SHIELDS
ChairmanCRD 2645337
DIMITRI KURILOFF
Director of ResearchCRD 1108937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$8.8M in ETFs
100%
$8.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $2.2M | 24,000 | 25.02% |
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
- 60 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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