Douglas Capital Management, LLC

RIASEC Registered

Total AUM

$63.3M

Discretionary

$63.3M

100% of AUM

Avg account

$550K

Accounts

115

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 143585
Website: www.dcm-llc.com
Custodians: INTERACTIVE BROKERS LLC, MILLENNIUM TRUST CO., LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles65.59%
HNWI21.73%
Individuals12.67%
Charitable Organizations0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Douglas Capital Management, LLC is organized as an LLC and operates with a hedge-fund orientation while also performing commodity trading advisor/commodity pool operator activities. Its client base includes both individuals and families as well as institutional investors. The firm charges asset-based fees and performance-related fees, and its advisory services span portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients. Douglas Capital also lists publication of periodicals or newsletters among its business activities and acts as sponsor/GP/managing member of pooled vehicles.