Capital Counsel LLC
● SEC registered since 1999CRD 109001SEC# 801-56844New York, NY
Ranks #1,797 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$2.87B
Fund GAV
$404.3M
Private funds
3
Employees
13
Accounts
785
Location
New York, NY
Capital Counsel LLC assets under management
Capital Counsel LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1999. It reports $2.9 billion in regulatory assets under management and employs 13 people. Capital Counsel LLC manages 3 private funds with combined gross assets of $404.3 million, including Belle Meade Associates Ny, L.P. By regulatory assets, it ranks 1,797 of 6,030 private fund managers.
Capital Counsel LLC private funds
3 funds · $404.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Belle Meade Associates Ny, L.P. | Other Private | $160.5M | $100K |
| Belle Meade Associates, L.P. | Other Private | $130.4M | $100K |
| Belle Meade Associates Nt, L.P. | Other Private | $113.4M | $100K |
Capital Counsel LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chantalle Briona Hanna Control | Chief Compliance Officer | Under 5% | 2025 |
| F Randall Smith | Member | 5-10% | 1999 |
| James Irwin Magid | Member | 5-10% | 1999 |
| Justin Benjamin Berrie Control | Member | 5-10% | 2024 |
| Lauren Nmn Blum Control | Chief Investment Officer | 10-25% | 2014 |
| Matthew John Emmanuel Friedman Control | Member | 5-10% | 2025 |
| Terence Sean Greene Control | President | 25-50% | 2014 |
| The Needham Group, Inc. | Member | 5-10% | 1999 |
| George Austin Needham Control | Shareholder | — | 2004 |
Frequently asked questions
How much does Capital Counsel LLC manage?
Capital Counsel LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Capital Counsel LLC manage?
Capital Counsel LLC manages 3 private funds with combined gross assets of $404.3 million.
How many employees does Capital Counsel LLC have?
Capital Counsel LLC reports 13 employees.
Where is Capital Counsel LLC located?
Capital Counsel LLC is based in New York, NY and has been SEC-registered since 1999.
Does Capital Counsel LLC disclose fund performance?
Capital Counsel LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 527 Madison Ave., 19th Floor, New York, NY 10022 |
| Phone | 212-350-9333 |
| Fax | 212-371-5548 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1114928 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.87B▲ 10%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,306 advisers
AUM vs fund managersTop 30%
Larger than 70% of 6,030 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 34%
More than 66% of 16,824 advisers
Assets under management
$2.87Bregulatory AUM
Discretionary $2.86BNon-discretionary $11.2M