American Capital Mtge Management, LLC (Bethesda)


American Capital Mtge Management, LLC is a large advisory firm based in Bethesda. It manages $5.48 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

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American Capital Mtge Management provides 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.

American Capital Mtge Management: assets under management

The assets under management (AUM) of American Capital Mtge Management, LLC is $5.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.48 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.48 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Capital Mtge 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.

Careers at American Capital Mtge Management, LLC

Gary Kain has been acting as President since 1 Apr 2011. Kenneth Lee Pollack joined the executive team most recently as the Chief Compliance Officer, Senior Vice President And Secretary.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Llc American Capital Mortgage Management Common stock shareholder 1 Mar 2011 75% - 100% 26-1708812
Malon Wilkus Chief executive officer 1 Apr 2011 Other 1126724
Jason Campbell Senior vice president 1 Apr 2011 Other 2244627
Christopher Jon Kuehl Senior vice president 1 Apr 2011 Other 3017996
Gary Kain President 1 Apr 2011 Other 6028177
Peter Federico Senior vice president and chief risk officer 1 May 2011 Other 6028175
Jeffrey Philip Winkler Senior vice president 1 May 2011 Other 4582089
John Russel Erickson Executive vice president and treasurer 1 Jul 2011 Other 6021377
Samuel Allan Flax Chief compliance officer, executive vice president and secretary 1 Feb 2012 Other 6021375
Aaron Joshua Pas Senior vice president 1 Jan 2014 Other 6470572
Kenneth Lee Pollack Chief compliance officer, senior vice president and secretary 1 Jul 2016 Other 6672625

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ltd. American Capital Common stock shareholder 1 Mar 2007 75% - 100% 52-1451377
Llc American Capital Asset Management Common stock shareholder 1 Jan 2008 75% - 100% 26-0707106
Llc American Capital Common stock shareholder 1 Jan 2008 75% - 100% 26-0707106
American Capital Agency Corp. Member 1 Jul 2016 75% - 100% 26-1701984

Based in Bethesda

The principal office where American Capital Mtge Management, LLC performs its advisory services is located at 2 Bethesda Metro Center, 12 Th Floor, Bethesda, MD 20814, 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 301-968-9220 or by fax 301-968-9221. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at mtge.com.