MACE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2007
Total AUM
$86.2M
Discretionary
$0
0% of AUM
Avg account
$718K
Accounts
120
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
134605
Registered since
December 13, 2007
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI83.67%
  • Individuals16.33%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Mace Capital Management, LLC is a privately owned limited liability company that has been SEC-registered since 2007. The firm serves individual and family clients, focusing on portfolio management for individuals and small businesses and offering pension consulting services as part of its advisory lineup. Fee arrangements combine a percentage of assets under management and fixed fees. Filings indicate the firm is not an active ESG investor, is not designated as a multi-state adviser, and is not classified as a capital allocator. The firm is owned by an individual and operates under an “Unclassified” regulatory label in the snapshot materials. While its regulatory snapshot lists pension consulting among advisory activities, the firm is not identified on the snapshot as a pension consultant in the specific pension-consultant field.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 88%, Exchange Traded Equities 8%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%88%
  • Other88%
  • Exchange Traded Equities8%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • STEVEN MACE

    President & Managing MemberCRD 2195661

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
1120 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth