SUTTON PLACE CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 149302
- Website
- www.suttonplacecapital.com
- Custodians
- U.S. BANK, N.A., NATIONAL FINANCIAL SERVICES LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sutton Place Capital Management LLC is an independent, individual-owned registered investment adviser serving primarily individual and family clients. The firm focuses on active portfolio management across separately managed accounts, with a clear tilt toward publicly traded equities. As a capital allocator, it constructs client portfolios using exchange-traded securities as the backbone and supplements equity exposure with pooled vehicles and fixed-income credit positions. Advisory services include discretionary portfolio management for individuals and small businesses as well as for business or institutional accounts. Investment activity centers on equity exposure delivered through exchange-traded equities, supported by mutual funds for diversification and corporate debt for income and credit allocation. The firm charges fees tied to assets under management alongside hourly and other fee arrangements, and it operates without a stated ESG focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities85%
- Cash & Cash Equivalents13%
- US Government Bonds1%
- Other1%
Owners & executives
1 of 1MARY HOLLAND
Portfolio Manager, Chief Investment OfficerCRD 2294660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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