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Building 2WEATHERHELM CAPITAL MANAGEMENT LLC

Map pinCAMBRIDGE, NY
Phone518-407-3886
NotebookSEC #801-81110
Total AUM
$90.6M
Employees
4
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 WASHINGTON STREET
SUITE 1
CAMBRIDGE
NY 12816
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
518-407-3886
Other Offices
2

ReceiptFinancials

Total AUM
$90.6M
Accounts
211
Discretionary
$87.5M
Accounts
204
Non-Discretionary
$3.1M
Accounts
7

ContactClients

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Individual Clients
65
AUM
$17.8M
HNW Individual Clients
12
AUM
$70.8M
Pension/Profit Sharing Plan Clients
1
AUM
$924.4K
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNHNYOHRITNTXVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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