Capmark Investments LP is a large advisory firm based in Horsham. It manages $269.58 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.
Capmark Investments 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.
The assets under management (AUM) of Capmark Investments LP is $269.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capmark Investments LP for their services and products based on a percentage of assets under management and performance-based fees. 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.
Robert Dale Feller has been acting as President since 1 Oct 2000. Edward Michael Brace joined the executive team most recently as the Director, Controller.
The principal office where Capmark Investments LP performs its advisory services is located at 116 Welsh Road, Horsham, PA 19044, 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 215-328-1303 or by fax 215-328-0180. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.realpoint.com.