$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
9 yrs Firm Age
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- Custodian
- Deutsche Bank · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2017
- Office Locations
- 1
Office Locations
-- NEW York NY
About Glass Capital Management LLC
Glass Capital Management LLC is a NEW York-based RIA. The firm has been operating for 9 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Deutsche Bank and Interactive Brokers. Services offered include Portfolio Construction, Wealth Planning.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$416.7K AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Fusion oak
Investment Themes
Peak legacy
Investment Vehicles
Frontier zenith
Services
Ember capital Alpha momentum
Owner & Executives
R
RICHARD FRED GLASS
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, Portfolio Manager
- CRD
- --
- Ownership
- 75% or more
(981) 739-6699
legacy.meridian@focuscapital.com
in linkedin.com/in/summit-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,500,000
Equity - Exchange:
47.1% Cash:
52.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,496,261,079 | 47.1% |
| Cash | $1,680,514,036 | 52.9% |
| Total | $3,176,775,115 | 100.0% |