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Homewood Capital Management East LLC

Homewood Capital Management East LLC. CRD 289221

Homewood Capital Management East LLC logo

CRD: 289221

Homewood Capital Management East LLC

Woodbine, MD
9257880411
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Merrill Lynch · SEI
Clients
Retail
Platforms
--
Established Date
06-01-2017
Office Locations
1

Office Locations

-- Woodbine MD

About Homewood Capital Management East LLC

Homewood Capital is a Miami-based investment firm led by founder Douglas P. Teitelbaum, focused on acquiring distressed or out-of-favor businesses in industries in transition and creating value through hands-on operational improvements alongside management. Teitelbaum’s turnaround track record includes involvement with NextWave, Barneys New York, Telcove, and Planet Hollywood Resort & Casino, and he serves as Executive Chairman of NJOY, LLC.

Team overview

-- AVG AGE
$3.3M AVG AUM / ADVISOR
$164.8K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

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Asset Classes

Bridge pathway Fusion quantum

Client Personas

Prime

Investment Themes

Frontier oak Oak Optima

Investment Vehicles

Wave prime

Services

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Owner & Executives

BRIAN WEE

BRIAN WEE

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#5166064
Ownership
50% but less than 75%
(785) 295-4495
zenith.foundation@vertexcapital.com
in linkedin.com/in/momentum-foundation
E

Elizabeth Sarah Armstrong Wee

Managing Member, President

CRD
--
Ownership
50% but less than 75%
(878) 385-4408
pathway.radial@momentumcapital.com
in linkedin.com/in/element-beacon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $3,296,800 --
Non-Discretionary $0 --
Total $3,296,800 --

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Separately Managed Accounts

Total SMA Asset: $3,296,800

$3.3M Total SMA
Equity - Exchange:
39.1%
Public Funds:
39.0%
Cash:
21.9%
Asset class Assets Assets %
Equity - Exchange $981,271,263 39.1%
Public Funds $978,761,618 39.0%
Cash $549,612,294 21.9%
Total $2,509,645,175 100.0%

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