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PHILOSMITH CAPITAL CORPORATION
CRD 162082 · SEC 801-76154
SIX LANDMARK SQUARE, STAMFORD, CT, 06901, United States
Phone
203-348-7365
Fax
203-348-4553
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$380.5M
Discretionary AUM
$380.5M
Team
9 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $39.2M |
| Insurance companies | 2 | $341.3M |
States served
CT
All web addresses on file
Official SEC filing: View on IAPD