Ferry Capital Management LLC

Overview

Ferry Capital Management LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm runs a conservative, fixed-income‑oriented strategy with a clear tilt toward state and local bonds, using municipal and other fixed-income instruments as the primary portfolio building blocks. Ferry Capital charges a percentage-of-AUM advisory fee and manages client relationships on a discretionary basis. The client base is concentrated — individual and family clients — and the firm does not position itself as an ESG investor, pension consultant, or capital allocator. Investment activity centers on income generation and capital preservation rather than equity growth strategies, and the firm supplements its core fixed‑income exposure with select mutual fund holdings and third‑party alternative allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices