Dinsmore Capital Management Co. (Morristown)

Name: Dinsmore Capital Management Co.
Address: 65 Madison Ave, Morristown, NJ, 07960 7308
Telephone: 973-631-1177

Dinsmore Capital Management Co. is a large advisory firm based in Morristown. It manages $244.23 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008.

Dinsmore Capital Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dinsmore Capital Management: assets under management

The assets under management (AUM) of Dinsmore Capital Management Co. is $244.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $244.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $122.12 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dinsmore Capital Management Co. 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 Dinsmore Capital Management Co.

Sally Jean Finnican has been acting as President since 1 Oct 1996. James Andrew Dinsmore joined the executive team most recently as the Director / Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jean Hall Dinsmore	Director	1 Dec 1981	Other	4391888
Thomas Hall Dinsmore	Chairman / ceo	1 Feb 1983	25% - 50%	1000310
Jane Dinsmore O'keeffe	President / director	1 Apr 1994	25% - 50%	4391879
Sally Jean Finnican	Director	1 Oct 1996	25% - 50%	4391886
Gary Ivan Levine	Executive vice president / treasurer	1 Jun 2004	Other	4392492
Mercedes Anastasia Pierre	Vice president / chief compliance officer	1 Jun 2004	Other	1813787
Peter Matthew Finnican	Marketing director	1 Aug 2008	Other	1382130
James Andrew Dinsmore	Director / executive vice president	1 Sep 2009	Other	5841903

Based in Morristown

The principal office where Dinsmore Capital Management Co. performs its advisory services is located at 65 Madison Ave, Morristown, NJ 07960 7308, 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 973-631-1177 or by fax 973-631-9893. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at dinsmorecap.com.