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Six50 Capital Management LLC (New York)


Six50 Capital Management LLC is a large advisory firm based in New York. It manages $328.13 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011.




Six50 Capital 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.

Six50 Capital Management: assets under management

The assets under management (AUM) of Six50 Capital Management LLC is $328.13 million. The firm's AUM has gone down by -18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $124.66 million in discretionary accounts and $203.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $101.74 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Six50 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 5 indirect owners.

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

Based in New York

The principal office where Six50 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. It doesn’t run 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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