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FELL CAPITAL MANAGEMENT
CRD 104986 · SEC 801-34774
1001 DOVE STREET, SUITE 230, NEWPORT BEACH, CA, 92660, United States
Phone
949-476-5056
Fax
949-476-1101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$161.8M
Discretionary AUM
$161.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $16.0M |
| High net worth individuals | 29 | $136.6M |
| Pension/profit sharing plans | 6 | $9.2M |
States served
CA
Official SEC filing: View on IAPD