AMERICAN CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- New York, New York
- CRD number
- 110861
- Registered since
- May 27, 1980
- Custodians
- BANK OF AMERICA
- Fee structure
- Percentage of AUM
- Client types
- HNWI44.38%
- Pooled Investment Vehicles29.82%
- Corporations / Businesses16.97%
- Charitable Organizations8.53%
- Pension & Profit Sharing Plans0.29%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
American Capital Management Inc. is a corporation registered with the SEC since 1980 that provides fee-based portfolio management to individuals, families and institutional clients. The firm is owned by a domestic entity and individuals and charges clients a percentage of assets under management. Its advisory services include separate account management for individuals and small businesses, portfolio management for pooled investment vehicles, and institutional/business accounts. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2JR. LA VALLE
Founder, Chairman, and CIOCRD 4390741
MICHAEL MEAGHER
Chief Operating Officer & Chief Compliance OfficerCRD 1518496
Contacts
3 of 4MARY CATHERINE MCRAE
Executive Vice PresidentCRD 1877116
DAVID LA VALLE
President and Portfolio ManagerCRD 5285561
THOMAS VAIL
Managing Director and Portfolio ManagerCRD 2606914
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$4.2M in ETFs
100%
$4.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) | BlackRock | Passive | Short Government | $2.2M | 26,490 | 52.20% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 575 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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