Ferris Capital LLC

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Assets, Funds, Holdings

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CAFR Data
Ferris Capital LLC
CRD #160116
SEC #801-76607
CIK #
AUM $577.6 MM (100% Disc, 100% US)
Employees12 (50% Investors, 0% Brokers)
Phone508-281-5200
Address325 Donald Lynch Blvd
Marlborough, MA 01752
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
59547635723811902011201420172020
Sector Holding Cap ($MM) Value ($MM)
SPY31.3
IEFA8.4
JPM341,670.07.9
MSFT865,660.06.5
IWO5.4
AAPL843,560.05.4
VEA4.9
IJJ4.3
IJH4.0
EPD61,720.03.9
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Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE FD Chestnut Opportunity LLC [2018-09-10] 1.6 1.5
View All
Fund Directors # Filings # Firms 2011 - 2020
David Ferris 1 1
Comparable Firms State AUM ($BB)
Century Capital Management LLC
MA 0.7
Intellectus Partners LLC
CA 0.7
Cypress Point Wealth Management LLC
TX 0.7
Agili PC
VA 0.6
Avitas Wealth Management LLC
CA 0.6
Briaud Financial Planning Inc
TX 0.5
John D Dovich & Associates LLC
OH 0.5
Aegis Capital Corp
NY 0.5
Lenox Wealth Management Inc
OH 0.5
Berkeley Capital Partners LLC
GA 0.5
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