Capital Counsel LLC

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Assets, Funds, Holdings

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CAFR Data
Capital Counsel LLC
CRD #109001
SEC #801-56844
CIK #1114928
AUM $1.5 BB (100% Disc, 99% US)
Employees14 (79% Investors, 0% Brokers)
Phone212-350-9333
Address527 Madison Ave, 19th Floor
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Belle Meade Associates LP [2009-08-04] 69.5 58.0
Other Belle Meade Associates NT LP 52.2
Other Belle Meade Associates NY LP 70.8
View All
Fund Directors # Filings # Firms 2011 - 2020
Randall Smith 1 1
F Smith 1 1
Capital Counsel LLC 1 1
Comparable Firms State AUM ($BB)
Financial Management Advisors Inc
CA 1.5
Meritage Portfolio Management Inc
KS 1.5
Synovus Trust Company NA
GA 1.5
Private Vista LLC
IL 1.5
Goelzer Investment Management Inc
IN 1.5
SouthernSun Asset Management LLC
TN 1.5
Sisung Investment Management Services LLC
LA 1.5
Oakbrook Investments LLC
IL 1.5
Farr Miller & Washington LLC
DC 1.5
Barwick & Partners Inc
WA 1.5
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