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Building 2A&M CAPITAL

Map pinGREENWICH, CT
Phone203-742-5880
NotebookSEC #801-77694
Total AUM
$7.1B
Employees
86
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 PICKWICK PLAZA
THIRD FLOOR
GREENWICH
CT 06830
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-742-5880
Other Offices
5

ReceiptFinancials

Total AUM
$7.1B
Accounts
17
Discretionary
$7.1B
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
14
AUM
$6.8B
Government Entity Clients
1
AUM
$293.4M
Insurance Company Clients
1
AUM
$9.7M
Other Clients
1
AUM
$64.7M
Description of Other Clients
PUBLIC LIMITED COMPANY OWNED BY A FINANCIAL INSTITUTION

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
TRANSACTION FEES & PORTFOLIO MONITORING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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