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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-1999
- Office Locations
- 1
Office Locations
About Capital Counsel LLC
Capital Counsel (founded 1999) is an independent New York City investment manager advising high-net-worth families, foundations, and endowments. The firm runs concentrated U.S. large- and mid-cap equity portfolios (including companies with significant U.S. operations) driven by in-depth bottom-up research and an emphasis on management quality, with team assets invested alongside clients.
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Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
TERENCE SEAN GREENE
Partner, President
- CRD
- #2199432
- Ownership
- 25% but less than 50%
LAUREN NMN BLUM
Chief Investment Officer, Partner
- CRD
- #5121434
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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Samuel Andrew Magid
Partner
- CRD
- #7412011
NICOLE ROBIN SCARPATI
Client Service | Administration
- CRD
- #2348067
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,863,252,858 | $3,675,549 |
| Non-Discretionary | $11,200,344 | $1,866,724 |
| Total | $2,874,453,202 | $3,661,724 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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