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Capital Counsel

EST. AUM
$2,874,453,202

CONTACTS
4

CLIENT ACCOUNTS
785

Firm Details

Metro area New York City
CRD Number 109001
Website capitalcounsel.com
Client types

Overview

Founded in 1999 by Terence Greene, Lauren Blum, F. Randall Smith, and James Magid, Capital Counsel LLC is an independent investment management firm headquartered in New York City. The firm manages focused portfolios primarily consisting of large- and mid-cap U.S.-based companies or those with substantial U.S. operations. Capital Counsel selects these stocks through the investment team’s rigorous, bottom-up research approach, emphasizing how company management effectively runs their businesses. Capital Counsel serves high-net-worth individuals, families, foundations, and endowments. Many clients have accumulated wealth through successful business ownership, including former executives from companies within the firm’s portfolios who appreciate Capital Counsel’s disciplined investment process. They rarely invest in funds, and usually pick stocks and bonds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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