Feedback
Share
Link
Link copied!
Fund Codex
Founders Capital Management, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Founders Capital Management, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
East Hartford, Connecticut
$422.2 million AUM
1 office

Founders Capital Management, LLC is based in East Hartford, Connecticut and has $422.2 million in assets under management.

Location
111 Founders Plaza
Suite 1500
East Hartford, CT 06108
$422.2 million
AUM
5
Employees
AUM Share
Link
Link copied!
Back to Top
$422,186,776
Assets under management
173 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 67 $25,255,132 6% $376,942
High net worth individuals 82 $376,183,154 89% $4,587,599
Investment companies 2 $14,073,335 3% $7,036,668
Pension and profit sharing plans 1 $1,330,159 0% $1,330,159
Charitable organizations 4 $4,497,562 1% $1,124,390
Employees Share
Link
Link copied!
Back to Top
5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$422,186,776
Assets under management
$84,437,355
AUM per employee
$105,546,694
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Founders Capital Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Founders Capital Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
Link
Link copied!
CRD number 118,853
SEC number 801-60878
Legal structure Limited Liability Company
Legal governance Connecticut, United States
Latest ADV filing date March 13, 2020

More Funds

See all...
Seaport Capital, LLC
Fund: $417,284,000
Nikulski Financial, Inc.
Fund: $186,179,070
Hpef Capital Partners Limited
Fund: Under $1 billion
Hobart Private Capital, LLC
Fund: $194,651,643
Fien Capital Management, LLC
Fund: $106,491,268
Ejf Capital LLC
Fund: $13,484,734,776
C&S Advisors, Inc.
Fund: Under $1 billion

More Funds

See all...
Healthcap Advisor AB
Fund: Under $1 billion
Rreef America L.L.C.
Fund: $35,870,857,563
Veridi Capital
Fund: Under $1 billion
Fourstar Wealth Advisors, LLC
Fund: $344,512,369
Accion Quona Inclusion Fund GP, LLC
Fund: Under $1 billion
Silverleaf Advisor Group, LLC
Fund: $510,228,875
Salem Capital Management Inc
Fund: $312,856,786
Butterfly Equity LP
Fund: $1,024,804,543

All of Fund Codex

See all...

Similar Funds to Founders Capital Management, LLC

See all...
Founder's Co-Op Management Ii, LLC
Fund: Under $1 billion
Founders Equity Inc
Fund: Under $1 billion
Founders Fund LLC
Fund: Under $1 billion
Founders Circle Capital, LLC
Fund: $602,664,856
Founders Equity Partners
Fund: Under $1 billion