Capital Counsel LLC
Legal Name: CAPITAL COUNSEL LLC
Full Contact Details
Other Info
Capital Counsel LLC is legally known as CAPITAL COUNSEL LLC. It is a NY Limited Liability Company. This firm has 14 employees, of which 11 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 6, 1999.
Home - Capital Counsel
INVESTMENT ADVISERS Capital Counsel Firm People Services Literature News FAQ Invest Alongside Us Make A Referral Contact Us Login OUR 2018 NET RETURN WAS +7.29%*WHILE THE S&P 500 TOTAL RETURN WAS -4.38%. WE BELIEVE OUTSTANDING PERFORMANCE is the result of METICULOUS PREPARATION + DISCIPLINED EXECUTI…
Home - Capital Counsel
INVESTMENT ADVISERS Capital Counsel Firm People Services Literature News FAQ Invest Alongside Us Make A Referral Contact Us Login OUR 2018 NET RETURN WAS +7.29%*WHILE THE S&P 500 TOTAL RETURN WAS -4.38%. WE BELIEVE OUTSTANDING PERFORMANCE is the result of METICULOUS PREPARATION + DISCIPLINED EXECUTI…
Direct Owners
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F RANDALL SMITH
MEMBER owns more than 25% but less than 50%
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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%
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TERENCE SEAN GREENE
PRESIDENT owns more than 10% but less than 25%
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THE NEEDHAM GROUP, INC.
MEMBER owns more than 5% but less than 10%
Indirect Owners
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GEORGE AUSTIN NEEDHAM
SHAREHOLDER owns more than 25% but less than 50%
Custodians
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BANK OF NEW YORK MELLON, NATIONAL ASSOCIATION
United States
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