CAPITAL COUNSEL LLC
Total AUM
$2.9B
Employees
13Clients
225Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
527 MADISON AVE., 19TH FLOOR
NEW YORK
NY 10022
United States
NEW YORK
NY 10022
United States
Operating Hours
9:00AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
212-350-9333
Financials
Total AUM
$2.9B
Accounts
785Discretionary
$2.9B
Accounts
779Non-Discretionary
$11.2M
Accounts
6
Clients
Individual Clients
15AUM
$7.7M
HNW Individual Clients
199AUM
$2.2B
Pooled Vehicle Clients
3AUM
$404.3M
Pension/Profit Sharing Plan Clients
1AUM
$15.5M
Charitable Organization Clients
7AUM
$204.6M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTFLILKYMAMDMENENHNJNYOHPASCTNTXVAVT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.