PHILOSMITH CAPITAL CORPORATION
Firm details
- Headquarters
- STAMFORD, Connecticut
- CRD number
- 162082
- Registered since
- April 24, 2012
- Website
- philosmith.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies89.69%
- Pooled Investment Vehicles10.31%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Philosmith Capital Corporation is a SEC-registered hedge fund organized as a corporation and first registered in 2012. The firm is individually owned and positions itself as an institutional-focused investment manager while also operating as a broker-dealer. Its advisory mandate covers portfolio management for individuals and small businesses, pooled investment vehicles, and institutional accounts. Compensation combines a percentage-of-AUM management fee with performance-based fees consistent with hedge fund structures. Philosmith does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities95%
- Cash & Cash Equivalents5%
Contacts
3 of 5JAMES INGLIS
Managing Director & PartnerCRD 4862984
MICHELE OGRADY
Managing Director & PartnerCRD 3191120
JAMES AMEN
Managing Director & PartnerCRD 4862990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STAMFORD, CT
FAIRFIELD
Location
STAMFORD, CT
Headquartered in STAMFORD, CT, 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
- FAIRFIELD
- Address
- 6 Landmark Sq
- Time zone
- ET (UTC-5)
- Office locations
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