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Fielder Capital Group LLC
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Overview Share
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New York, New York
$200.2 million AUM
2 offices

Fielder Capital Group LLC is based in New York, New York and has $200.2 million in assets under management.

Location
535 Fifth Avenue
Suite 602
New York, NY 10017
$200.2 million
AUM
4
Employees
AUM Share
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$200,202,077
Assets under management
166 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 6 $3,148,933 2% $524,822
High net worth individuals 39 $192,906,726 96% $4,946,326
Charitable organizations Fewer than 5 clients $4,146,418
Employees Share
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4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
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$200,202,077
Assets under management
$50,050,519
AUM per employee
$100,101,038
AUM per investment analyst
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Compensation

Fielder Capital Group LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Fielder Capital Group LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Consulting
Firm data Share
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CRD number 156,737
SEC number 801-110357
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 18, 2020

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