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Troy Capital LLC (Stamford)


Troy Capital LLC is a large advisory firm based in Stamford. It manages $52.27 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.




Troy Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Troy Capital: assets under management

The assets under management (AUM) of Troy Capital LLC is $52.27 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.19 million in discretionary accounts and $1.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.53 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.09 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Troy Capital LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Troy Capital LLC performs its advisory services is located at 201 Tresser Boulevard, Stamford, CT 06901, 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 203-588-8208 or by fax 203-588-6510. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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