Capital Counsel LLC

Capital Counsel LLC is a limited liability company based in NY with 14 employees, 11 of whom work in advisory roles. While the number of clients they serve is unknown, the firm's registration with the SEC was approved on October 6, 1999, attesting to its legitimacy as an established financial entity.

• F RANDALL SMITH

  MEMBER owns more than 25% but less than 50%

• JAMES IRWIN MAGID

  MEMBER owns more than 10% but less than 25%

• JUSTIN B. BERRIE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• LAUREN BLUM

  CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%

• TERENCE SEAN GREENE

  PRESIDENT owns more than 10% but less than 25%

• THE NEEDHAM GROUP, INC.

  MEMBER owns more than 5% but less than 10%

• GEORGE AUSTIN NEEDHAM

  SHAREHOLDER owns more than 25% but less than 50%

• BANK OF NEW YORK MELLON, NATIONAL ASSOCIATION
  United States

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