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Building 2CAPITAL COUNSEL LLC

Map pinNEW YORK, NY
Phone212-350-9333
NotebookSEC #801-56844
Total AUM
$2.9B
Employees
13
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
527 MADISON AVE., 19TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Phone
212-350-9333

ReceiptFinancials

Total AUM
$2.9B
Accounts
785
Discretionary
$2.9B
Accounts
779
Non-Discretionary
$11.2M
Accounts
6

ContactClients

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Individual Clients
15
AUM
$7.7M
HNW Individual Clients
199
AUM
$2.2B
Pooled Vehicle Clients
3
AUM
$404.3M
Pension/Profit Sharing Plan Clients
1
AUM
$15.5M
Charitable Organization Clients
7
AUM
$204.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLILKYMAMDMENENHNJNYOHPASCTNTXVAVT

HandshakeAffiliates

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

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