Channel Funds Management LLC (Boston)

Channel Funds Management LLC is a pension cosultant based in Boston. It manages $689.96 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

Channel Funds 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.

Channel Funds Management: assets under management

The assets under management (AUM) of Channel Funds Management LLC is $689.96 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $689.96 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $689.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Channel Funds 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.

Careers at Channel Funds Management LLC

Raphael Wechsler joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Detwiler Mitchell & Co.	Sole member (receives 100% upon dissolution)	1 Jan 2006	75% - 100%	95-2627415
Inc. Detwiler Fenton Group	Sole member (receives 100% upon dissolution)	1 Jan 2006	75% - 100%	95-2627415
Robert Edward Jeffords	Chief compliance officer	1 Jan 2007	Other	4835456
Stephen Domenic Martino	Chief financial officer and director (manager)	1 Jun 2007	Other	4153527
Arthur Alexander Arnold	Chief executive officer	1 Aug 2007	Other	2885967
Anne Paul Buckley	Chief compliance officer	1 Oct 2009	Other	1781079
Raphael Wechsler	Chief executive officer	1 Mar 2010	Other	2137386

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Peter Delima Fenton	Chairman & ceo	1 May 2006	25% - 50%	2334505

Based in Boston

The principal office where Channel Funds Management LLC performs its advisory services is located at 100 High Street, Boston, MA 02110, 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 617-747-0100 or by fax 617-747-0800. The normal business hours are 8:00 am to 5:00 pm et on Monday - Friday.