Capital Management Corp Of The Northeast (Washington Depot)

Capital Management Corp Of The Northeast is an adviser based in Washington Depot. It manages $70.79 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2001.

Capital Management Corp Of The Northeast provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capital Management Corp Of The Northeast: assets under management

The assets under management (AUM) of Capital Management Corp Of The Northeast is $70.79 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $59.48 million in discretionary accounts and $11.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $849.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $706.33 thousand.

Capital Management Corp Of The Northeast has custody of $15.2 million in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Capital Management Corp Of The Northeast for their services and products based on a percentage of assets under management. 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.

Careers at Capital Management Corp Of The Northeast

Charles White Henry has been acting as President since 1 Aug 1990. Timothy Graham Peterson joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Guy Alfred Peterson	President,treasurer,director	1 Jun 1990	75% - 100%	4357788
Theodora Kachites Schroeder	Secretary,asst treasurer,director	1 Jun 1990	Other	4357842
Charles White Henry	Director	1 Aug 1990	Other	4357809
Neil Edward Yarhouse	Vice-president	1 Apr 1996	Other	1154282
Timothy Graham Peterson	Director	1 Jun 2000	Other	4357818
Deborah Ann Bassette	Shareholder	1 Jun 2000	Other	4357825

Based in Washington Depot

The principal office where Capital Management Corp Of The Northeast performs its advisory services is located at 9 Bryan Plaza, Washington Depot, CT 06794 0348 The mailing address of the firm is P.O. Box 348, Washington Depot, CT 06794. It doesn’t run an office outside of the United States.