Ferry Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 171725
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.19%
- Individuals27.81%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ferry Capital Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management and operating with discretionary authority over client accounts. It does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Client coverage is concentrated on individual and family relationships rather than institutional mandates. The firm’s size and client count suggest a boutique practice that manages personalized portfolios rather than running pooled products or acting as a capital allocator to external private funds.
Assets & Accounts
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
- State & Local Bonds70%
- Non-Exchange Traded Equities15%
- Exchange Traded Equities8%
- Cash & Cash Equivalents7%
Contacts
2 of 2
Paul Ferry
PresidentCRD 732477
Carrie Ferry
MemberCRD 7219052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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