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CAPITAL COUNSEL LLC
CRD 109001 · SEC 801-56844
527 MADISON AVE., 19TH FLOOR, NEW YORK, NY, 10022, United States
Phone
212-350-9333
Fax
212-371-5548
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.87B
Discretionary AUM
$2.86B
Team
13 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $7.7M |
| High net worth individuals | 199 | $2.24B |
| Pooled investment vehicles | 3 | $404.3M |
| Charitable organizations | 7 | $204.6M |
States served
VT, AZ, CA, IL, KY, ME, MD, MA, NE, NJ, NY, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD