Entrar Registro gratuito

Glenfinnen Capital LLC (Fort Wayne)


Glenfinnen Capital LLC is an investment adviser to an investment company based in Fort Wayne. It manages $36.57 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Indiana.

Logo

Glenfinnen Capital provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and sub-advisor for trust account.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glenfinnen Capital: assets under management

The assets under management (AUM) of Glenfinnen Capital LLC is $36.57 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.14 million each.
Glenfinnen Capital has custody of $28.68 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glenfinnen Capital LLC for their services and products based on a percentage of assets under management 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.

Based in Fort Wayne

The principal office where Glenfinnen Capital LLC performs its advisory services is located at 9602 Coldwater Road, Fort Wayne, IN 46825, 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 260-490-5704 or by fax 260-490-2030. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at glenfinnencapitalllc.com.


Registered investment advisers similar to Glenfinnen Capital LLC