C
CRD: 111815
Capital Formation Advisers LLC
Pelham, NY
9177631307
$68.4M Total AUM
$38.9M Disc. AUM
3.2% 3Y CAGR
1 Employees
7 ADV. Clients
29 yrs Firm Age
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- Custodian
- JP Morgan · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-1997
- Office Locations
- 1
Office Locations
-- Pelham NY
About Capital Formation Advisers LLC
Capital Formation Advisers LLC is a Pelham-based RIA. The firm has been operating for 29 years. Managing $68.4M in total assets under management, with 1 advisory representatives. They custody assets with JP Morgan and Merrill Lynch. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$68.4M AVG AUM / ADVISOR
$9.8M AVG AUM / CLIENT
29.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Element vital Frontier
Client Personas
Horizon
Investment Vehicles
Focus prime
Services
Fusion
Owner & Executives
R
RICHARD C VEITH
Broker, Chief Compliance Officer, Manager, Owner
- CRD
- --
- Ownership
- 75% or more
(685) 730-2584
oak.peak@deltacapital.com
in linkedin.com/in/zenith-horizon
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,887,006 | $38,887,006 |
| Non-Discretionary | $29,560,207 | $5,912,041 |
| Total | $68,447,213 | $11,407,869 |
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Separately Managed Accounts
Total SMA Asset: $68,447,213
Equity - Exchange:
41.6% Cash:
31.2% Private Funds:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $824,726,565 | 41.6% |
| Cash | $618,544,924 | 31.2% |
| Private Funds | $539,244,292 | 27.2% |
| Total | $1,982,515,781 | 100.0% |