$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Request access to benchmark trends tied to momentum unison.
Full visibility includes strategy notes for vector element alpha.
Upgrade to reveal position-level detail across optima signal.
Request access to benchmark trends tied to oak catalyst.
Upgrade to reveal position-level detail across legacy value.
Request access to benchmark trends tied to atlas foundation.
Open the full profile to inspect shifts in summit element.
Upgrade to reveal position-level detail across frontier element.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |