Ferrell Capital Management LLC

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Assets, Funds, Holdings

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Ferrell Capital Management LLC
CRD #168923
SEC #801-78756
CIK #
AUM
Employees 3 (100% Investors, 0% Brokers)
Phone203-862-9500
Address4 Greenwich Office Park
Greenwich, CT 06831
Source [IAPD] [Website]
Total AUM ($M)
30241812602010201420192024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Ferrell Diversified Ltd 2013-10-25 5.0
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 7 26.2
By Discretionary
Discretionary 5 0.8
Non-Discretionary 2 25.4
Total 7 26.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 26.2
Total 7 26.2
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