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Ed Capital Management, LLC (New York)


Ed Capital Management, LLC is a mid-sized advisory firm based in New York. It manages $51.28 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012.

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Ed Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ed Capital Management: assets under management

The assets under management (AUM) of Ed Capital Management, LLC is $51.28 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $46.32 million in discretionary accounts and $4.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.48 million.
Ed Capital Management has custody of $46.32 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ed Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Ed Capital Management, LLC performs its advisory services is located at 825 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-520-8277 or by fax 212-937-3844. The normal business hours are 9 a.m.- 5 p.m. on Monday - Friday. You can find more information about the New York firm at daniloffcapital.com.


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