Shark Capital Management, LLC (Boston)

Shark Capital Management, LLC is a pension cosultant based in Boston. It manages $6.62 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Shark Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Shark Capital Management: assets under management

The assets under management (AUM) of Shark Capital Management, LLC is $6.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 426% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $330.97 thousand each.

Fees & Commissions

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

Careers at Shark Capital Management, LLC

Richard Ros Davis has served as the Chief Investment Officer since 1 May 2005. Llc The Colony Group joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter John Raimondi	Chief executive officer & manager	1 May 2005	Other	1264256
Michael Jeffrey Nathanson	Chief financial officer, general counsel, & manager	1 May 2005	Other	4861134
John Robert Halsey	Chief operations officer	1 May 2005	Other	234658
Vincent Joseph Gratch	Chief compliance officer	1 May 2005	Other	4861132
Richard Ros Davis	Chief investment officer	1 May 2005	Other	1082251
Brian William Katz	Managing director of investments & sr. portfolio manager	1 May 2005	Other	4650594
Kirby Alan Hamilton	Manager	1 May 2005	Other	4650621
Stephen Thomas Sadler	Manager	1 May 2005	Other	1506642
Shark Collaborations	Member	1 May 2005	50% - 75%	33-1110551
Llc Table 45	Member	1 May 2005	50% - 75%	20-2872990
Llc Colony Ventures	Member	1 May 2005	50% - 75%	20-2872990
Gina Kulig Bradley	General counsel	1 Jan 2008	Other	5485657
Llc The Colony Group	Member	1 Jan 2008	Other	111806
Llc The Colony Group	Sole member	1 Jan 2010	75% - 100%	111806

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kirby Alan Hamilton	Manager	1 Jul 1987	Other	4650621
Stephen Thomas Sadler	Manager	1 Jul 1987	Other	1506642
David Sheldon Orloff	Partner	1 Jan 2005	Other	4014232
Joseph Marantz Shulman	Partner	1 Jan 2005	Other	3265134
Joyce Mary Christensen	Partner	1 Jan 2005	Other	4014284
Scott William Estabrooks	Partner	1 Jan 2005	Other	4966097
Howard Lee Spiller	Partner	1 Jan 2005	Other	4014158
Kirby Alan Hamilton	Manager	1 Jan 2005	Other	4650621
Llc The Colony Group	Member	1 May 2005	75% - 100%	111806

Based in Boston

The principal office where Shark Capital Management, LLC performs its advisory services is located at Two Atlantic Avenue, 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 617-896-2198 or by fax 617-742-0163. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.