SUTTON PLACE CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$20.9M
Discretionary
$18.1M
87% of AUM
Avg account
$950K
Accounts
22
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
149302
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

FINTRX

Overview

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

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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: Exchange Traded Equities 85%, Cash & Cash Equivalents 13%, US Government Bonds 1%, Other 1%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents13%
  • US Government Bonds1%
  • Other1%

Owners & executives

1 of 1
  • MARY HOLLAND

    Portfolio Manager, Chief Investment OfficerCRD 2294660

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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth