Katahdin Capital, LLC is a large advisory firm based in New York. It manages $161.81 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Katahdin Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Katahdin Capital, LLC is $161.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 709% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Katahdin Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Patricia Jeanette Coronado joined the executive team most recently as the Member.
The principal office where Katahdin Capital, LLC performs its advisory services is located at 540 Madison Ave, Suite 30 A, New York, NY 10022 3213, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-380-4220 or by fax 212-308-2816. The normal business hours are 9-5 on Monday - Friday.