Capital Growth Management Ltd Partnership (Boston)

Capital Growth Management Ltd Partnership provides portfolio management for investment companies 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.

Capital Growth Management Ltd Partnership: assets under management

The assets under management (AUM) of Capital Growth Management Ltd Partnership is $2.35 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.35 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $586.92 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capital Growth Management Ltd Partnership 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.

What kind of clients Capital Growth Management Ltd Partnership serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Capital Growth Management Ltd Partnership is investment companies with 3 clients and $2.31 billion of assets under management. Among the 10 most similar advisory firms, Capital Growth Management Ltd Partnership has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $2.35 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.

Capital Growth Management Ltd Partnership also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Capital Growth Management Ltd Partnership

The company employs 23 people that are either part- or full-time employees. 13 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 54 indirect owners.

Based in Boston

The principal office where Capital Growth Management Ltd Partnership performs its advisory services is located at One International Pl 45 Th Floor, Boston, MA 02110 2602, 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 617-737-3225 or by fax 617-261-0572. The normal business hours are 8:45 am to 4:45 pm on Monday - Friday.

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