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Battenkill Capital Management, Inc. (Allentown)


Battenkill Capital Management, Inc. is a mid-sized advisory firm based in Allentown. It manages $53 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2010.

Battenkill Capital Management provides portfolio management for individuals and small businesses, 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 also engages as hedge fund.

Battenkill Capital Management: assets under management

The assets under management (AUM) of Battenkill Capital Management, Inc. is $53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 657% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.25 million each.
Battenkill Capital Management has custody of $53 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Battenkill Capital Management, Inc. 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.

Based in Allentown

The principal office where Battenkill Capital Management, Inc. performs its advisory services is located at 34 S Main St, Allentown, NJ 08501, 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 609-223-2670 or by fax 609-223-2671. The normal business hours are 9am to 5pm on Monday - Friday.


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