CAPITAL COUNSEL LLC Overview

Capital Counsel Llc is a hedge fund that manages 2.6 BN dollars in regulatory AUM and has 16 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 44% of the manager's regulatory AUM.

CAPITAL COUNSEL LLC StockAlpha

-0.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPITAL COUNSEL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SHY 12.61% ETF -0.47% -0.25% 1 4%
ESRX 9.78% Cons. Disc. 2.76% -0.18% 0 18%
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CAPITAL COUNSEL LLC Founders and Key Employees

Name Title In Position Since
F R. Smith Member August-1999
James I. Magid Secretary August-1999
Terence S. Greene President March-2014
Lauren Blum Chief Investment Officer March-2014
Justin B. Berrie Chief Compliance Officer March-2014
Samantha C. Smith Director Client Service, Marketing March-2006

CAPITAL COUNSEL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

CAPITAL COUNSEL LLC Investment Strategy

CAPITAL COUNSEL LLC Portfolio Concentration

CAPITAL COUNSEL LLC Location

527 MADISON AVE., 19TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

CAPITAL COUNSEL LLC Contact Information

Phone Number: 212-350-9333
Fax Number: 212-371-5548
Website:

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