Ferry Capital Management LLC

RIASEC Registered
Total AUM
$8.3M
Discretionary
$8.3M
100% of AUM
Avg account
$834K
Accounts
10
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
171725
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI72.19%
  • Individuals27.81%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ferry Capital Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management and operating with discretionary authority over client accounts. It does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser. Client coverage is concentrated on individual and family relationships rather than institutional mandates. The firm’s size and client count suggest a boutique practice that manages personalized portfolios rather than running pooled products or acting as a capital allocator to external private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 70%, Non-Exchange Traded Equities 15%, Exchange Traded Equities 8%, Cash & Cash Equivalents 7%70%
  • State & Local Bonds70%
  • Non-Exchange Traded Equities15%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents7%

Contacts

2 of 2
  • Paul Ferry

    Paul Ferry

    PresidentCRD 732477

  • Carrie Ferry

    MemberCRD 7219052

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth