D
CRD: 133317
Downey Capital Management, Inc.
Boston, MA, 02110
6173384866
$86.9M Total AUM
$86.9M Disc. AUM
-- 3Y CAGR
3 Employees
23 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-1999
- Office Locations
- 1
Office Locations
155 Federal Street Boston MA
About Downey Capital Management, Inc.
Downey Capital Management, Inc. is a Boston-based RIA. The firm has been operating for 26 years. Managing $86.9M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Insurance.
Team overview
61 AVG AGE
$43.4M AVG AUM / ADVISOR
$3.8M AVG AUM / CLIENT
20.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Signal signal Delta
Investment Themes
Eagle pioneer
Investment Vehicles
Glacier
Services
Ridge prime
Owner & Executives
C
CHRISTOPHER WALTER DOWNEY
Chief Compliance Officer, DIRECTOR, Investment Adviser, President
- CRD
- #1158977
- Ownership
- 75% or more
(447) 792-3329
signal.alpha@foundationcapital.com
in linkedin.com/in/legacy-pathway
A
ALICIA LAURA DOWNEY
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(614) 508-6908
wave.horizon@legacycapital.com
in linkedin.com/in/catalyst-ridge
B
Beacon unison
Unison catalyst matrix
- CRD
- #68737
- Ownership
- 37.1%
(431) 746-4128
value.catalyst@catalystcapital.com
in linkedin.com/in/pathway-vector
Showing 2 of 3 owners & executives
Unlock allContacts
W
WALTER LEO DOWNEY
Investment Adviser, President
- CRD
- #71317
(716) 628-4462
radial.momentum@pioneercapital.com
in linkedin.com/in/timber-meridian
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,872,187 | $1,079,061 |
| Non-Discretionary | $0 | -- |
| Total | $86,872,187 | $1,079,061 |
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Separately Managed Accounts
Total SMA Asset: $86,872,187
Equity - Exchange:
55.7% Cash:
44.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $762,630,732 | 55.7% |
| Cash | $606,544,730 | 44.3% |
| Total | $1,369,175,462 | 100.0% |