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Building 23D/L CAPITAL MANAGEMENT, LLC

Map pinHARTFORD, CT
Phone860-291-1998
NotebookSEC #801-107874
Total AUM
$574.1M
Employees
14
Clients
854

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CONSTITUTION PLAZA
7TH FLOOR
HARTFORD
CT 06103-1703
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
860-291-1998

ReceiptFinancials

Total AUM
$574.1M
Accounts
1,422
Discretionary
$574.1M
Accounts
1,422
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
748
AUM
$212.7M
HNW Individual Clients
86
AUM
$177.3M
Pension/Profit Sharing Plan Clients
8
AUM
$11.9M
Charitable Organization Clients
11
AUM
$7.2M
Government Entity Clients
1
AUM
$165M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
SUBADVISOR AND MODEL PROVIDER/STRATEGIST
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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