Pugh Capital Management, Inc.

RIASEC RegisteredEst. 1991

Total AUM

$12.8B

Discretionary

$12.8B

100% of AUM

Avg account

$156M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Seattle, Washington
CRD number: 111765
Registered since: June 27, 1991
Website: www.pughcapital.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government37.25%
Pension & Profit Sharing Plans19.57%
Insurance Companies14.74%
Other11.43%
Charitable Organizations7.02%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pugh Capital Management, Inc. is an SEC‑registered institutional registered investment adviser that has been operating since 1991. Structured as a corporation and owned by an individual, the firm concentrates on institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements combine a percentage‑of‑assets model with the use of performance‑based fees for certain strategies or vehicles. The firm identifies as an active ESG investor and does not act as a capital allocator.