CRD: 108027
Decamilla Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge glacierDelta alpha
- Established Date
- 09-20-2012
- Office Locations
- 3
Office Locations
About Decamilla Capital Management LLC
DeCamilla Capital is a private, independent discretionary money manager that builds and manages customized, enterprise-driven portfolios for retail and institutional clients. The team uses a data-driven process focused on seasoned companies and stock trends, incorporating current events, economic direction and global issues, and communicating in plain language. Operates under a strict fiduciary standard; portfolios are primarily implemented with ETFs (Schwab custody).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jean Marie DeCamilla
--
- CRD
- --
- Ownership
- 75% or more
TIGH Martin RICKMAN
Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer, Secretary, Vice President
- CRD
- #6943040
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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RONALD JAMES PETROFF
Vice President
- CRD
- #1317738
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,883,682 | $539,350 |
| Non-Discretionary | $0 | -- |
| Total | $162,883,682 | $539,350 |
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Separately Managed Accounts
Total SMA Asset: $161,944,991
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,019,683,150 | 44.5% |
| Public Funds | $1,271,739,659 | 55.5% |
| Total | $2,291,422,809 | 100.0% |