1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PHILOSMITH CAPITAL CORPORATION

Map pinSTAMFORD, CT
Phone203-348-7365
NotebookSEC #801-76154
Total AUM
$380.5M
Employees
9
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
SIX LANDMARK SQUARE
STAMFORD
CT 06901
United States
Operating Hours
9:00AM -5:00PM
Monday - Friday
Phone
203-348-7365

ReceiptFinancials

Total AUM
$380.5M
Accounts
3
Discretionary
$380.5M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
1
AUM
$39.2M
Insurance Company Clients
2
AUM
$341.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account