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Mazda Capital Management LLC (New Hope)


Mazda Capital Management LLC is an adviser based in New Hope. It manages $3.95 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.

Mazda Capital Management provides market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mazda Capital Management: assets under management

The assets under management (AUM) of Mazda Capital Management LLC is $3.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.95 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mazda Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New Hope

The principal office where Mazda Capital Management LLC performs its advisory services is located at 4065 Lower Mountain Road, New Hope, PA 18938 5506, 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 610-392-2234 or by fax 215-794-6888. The normal business hours are 9am-5pm on Monday - Friday.


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