Americu Capital Management, LLC is a mid-sized advisory firm based in Rome. It manages $68.59 million of regulatory assets for 657 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, New Jersey, and New York.
Americu Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and advisory consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Americu Capital Management, LLC is $68.59 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Americu Capital Management, LLC 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Americu Capital Management is individuals with 391 clients and $66.1 million of assets under management. Among the 6 most similar advisory firms, Americu Capital Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $68 million for 393 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Americu Capital Management doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 2 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.
Patrick James Dooley has served as the Chief Investment Officer since 1 Mar 2004. Ronald E Belle joined the executive team most recently as the Chief Experience Officer.
The principal office where Americu Capital Management, LLC performs its advisory services is located at 231 Hill Road, Rome, NY 13441, which is also the mailing address of the firm. An additional office of the firm is in Liverpool, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 315-356-3236 or by fax 315-356-3141. The normal business hours are 9:00 a.m.- 5:00 p.m. on Monday - Friday.