HONEYWELL CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2002

Total AUM

$12.2B

Discretionary

$12.2B

100% of AUM

Avg account

$717M

Accounts

17

Employees

17

Advisory reps

4

Firm details

Headquarters: Morris Plains, New Jersey
CRD number: 109537
Registered since: April 24, 2002
Website: www.honeywell.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Other
Client types: Pension & Profit Sharing Plans100%
Services: Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Honeywell Capital Management LLC is a limited liability company that has been registered with the SEC since 2002. The firm focuses on portfolio management services primarily for businesses and institutions. It operates under a fee structure that includes a percentage of assets under management, as well as other fee arrangements. While the firm does not actively engage in ESG investing, it has carved out a niche in managing significant discretionary assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Investment Grade Corp Bonds51%
US Government Bonds20%
Non-Investment Grade Corp Bonds11%
Other10%
Sovereign Bonds4%

Owners & executives

3 of 3

GREGORY LEWIS
Senior Vice President and Chief Financial OfficerCRD 7000554
Karen Mattimore
Chief Human Resources OfficerCRD 7353631
DOMINICK DEALTO
Chief Investment OfficerCRD 2734293

Contacts

1 of 1

KEVIN COVERT
Vice President, Deputy General CounselCRD 4781015

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Morris Plains, NJ

MORRIS

Location

Morris Plains, NJ

Headquartered in Morris Plains, NJ, 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: MORRIS
Address: 115 Tabor Rd
Time zone: ET (UTC-5)
Office locations

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