Write Capital Management, LLC (Mount Laurel)

Name: Write Capital Management, LLC
Address: 900 Briggs Road, Mount Laurel, NJ, 08054
Telephone: 856-727-1700

Write Capital Management, LLC is an adviser based in Mount Laurel. It manages $6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New Jersey.

Write Capital Management 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.

Write Capital Management: assets under management

The assets under management (AUM) of Write Capital Management, LLC is $6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Write Capital Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based 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.

Careers at Write Capital Management, LLC

Walter V Haslett has been acting as President since 1 May 2003. Walter Varnes Haslett joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Walter V Haslett	President	1 May 2003	75% - 100%	2035041
Walter Varnes Haslett	Managing member	1 May 2003	75% - 100%	2035041
Thomas Mcgourn	Sr. vice president	1 May 2003	Other	1459597
George Montgomery	Chief technology officer	1 May 2003	Other	4711094
Scott Parker	Sr. vice president	1 May 2003	Other	4711096
Jr. Walter Varnes Haslett	Managing member	1 May 2003	75% - 100%	2035041
Thomas Francis Mcgourn	Sr. vice president	1 May 2003	Other	1459597
George Leland Montgomery	Chief technology officer	1 May 2003	Other	4711094
Scott Leslie Parker	Sr. vice president	1 May 2003	Other	4711096

Based in Mount Laurel

The principal office where Write Capital Management, LLC performs its advisory services is located at 900 Briggs Road, Mount Laurel, NJ 08054, 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 856-727-1700 or by fax 856-727-1764. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at writecapital.com.