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650 Capital Management LLC (New York)


650 Capital Management LLC is a large advisory firm based in New York. It manages $845.62 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2009.




650 Capital Management provides portfolio management for investment companies and 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.

650 Capital Management: assets under management

The assets under management (AUM) of 650 Capital Management LLC is $845.62 million. The firm's AUM has grown by 115% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $597.77 million in discretionary accounts and $247.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.44 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $123.93 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay 650 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lewis Salvatore Ranieri Manger 1 Sep 2007 Other 370877
Scott Aaron Shay Manger 1 Sep 2007 Other 721615
Donald Wright Phillips Manger 1 Sep 2007 Other 2583675
Gregory Stauffer Oberholtzer Manger 1 Sep 2007 Other 1365493
Yale E Stark Manger 1 Sep 2007 Other 5716525
Yale Edward Stark Manger 1 Sep 2007 Other 5716525

Based in New York

The principal office where 650 Capital Management LLC performs its advisory services is located at 650 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Marietta, GA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-558-2000 or by fax 212-558-2097. The normal business hours are 0800-1700 on Monday - Friday.


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