F
CRD: 104986
Fell Capital Management
Newport Beach, CA, 92660
9494765056
$161.8M Total AUM
$161.8M Disc. AUM
4.7% 3Y CAGR
1 Employees
73 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-1989
- Office Locations
- 1
Office Locations
1001 Dove Street, Suite 230 Newport Beach CA
About Fell Capital Management
Fell Capital Management is a Newport Beach-based RIA. The firm has been operating for 36 years. Managing $161.8M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
51 AVG AGE
$161.8M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Ember atlas
Investment Themes
Summit
Investment Vehicles
Timber
Owner & Executives
J
JANET JOSEPH FELL
--
- CRD
- --
- Ownership
- 75% or more
(800) 931-4762
quantum.alpha@optimacapital.com
in linkedin.com/in/alpha-horizon
S
STEVEN CRAIG PARK
Chief Compliance Officer, Chief Financial Officer, Registered Investment Advisor
- CRD
- #4336574
- Ownership
- Less than 5%
(379) 408-3014
horizon.vector@foundationcapital.com
in linkedin.com/in/bridge-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,808,245 | $898,935 |
| Non-Discretionary | $0 | -- |
| Total | $161,808,245 | $898,935 |
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Separately Managed Accounts
Total SMA Asset: $161,808,245
Public Funds:
42.4% Equity - Exchange:
20.1% U.S. Government/Agency:
16.9% Cash:
9.4% Corporate - Investment Grade:
11.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $734,100,843 | 42.4% |
| Equity - Exchange | $348,005,353 | 20.1% |
| U.S. Government/Agency | $292,601,515 | 16.9% |
| Cash | $162,748,772 | 9.4% |
| Corporate - Investment Grade | $193,913,430 | 11.2% |
| Total | $1,731,369,913 | 100.0% |