Overview
Assets Under Management: $103 million
Headquarters: GREENWICH, CT
High-Net-Worth Clients: 9
Average Client Assets: $9.0 million
Frequently Asked Questions
33 CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326780), 33 CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
33 CAPITAL MANAGEMENT LLC is headquartered in GREENWICH, CT.
33 CAPITAL MANAGEMENT LLC serves 9 high-net-worth clients according to their SEC filing dated August 26, 2024. View client details ↓
According to their SEC Form ADV, 33 CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
33 CAPITAL MANAGEMENT LLC manages $103 million in client assets according to their SEC filing dated August 26, 2024.
According to their SEC Form ADV, 33 CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.61%
Average Client Assets: $9.0 million
Total Client Accounts: 21
Discretionary Accounts: 20
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 326780
Filing ID: 1894386
Last Filing Date: 2024-08-26 16:54:00