Albright Capital Management LLC (Washington)

Name: Albright Capital Management LLC
Address: 601 Thirteenth Street, Nw, Washington, DC, 20005
Telephone: 202-370-3500

Albright Capital Management LLC is a large advisory firm based in Washington. It manages $533.11 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of District of Columbia.

Albright 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.

Albright Capital Management: assets under management

The assets under management (AUM) of Albright Capital Management LLC is $533.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 255% since the beginning of its operation, and $498 million of the total AUM is attributable to clients outside of the United States.

The firm manages $533.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.16 million each.

Albright Capital Management has custody of $468.63 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Albright Capital Management LLC 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.

What kind of clients Albright Capital Management serves?

The only and largest group of clients of Albright Capital Management is pooled investment vehicles with 7 clients and $533.11 million of assets under management. Among the 6 most similar advisory firms, Albright Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $533.11 million for 7 clients. 83% of the firm’s clients are foreign persons or businesses.

Albright Capital Management also advises several private funds. Namely, three other private funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Albright Capital Management LLC

The company employs 17 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Bigelow Bowes	Chief executive officer; board member; class a member	1 Feb 2005	25% - 50%	1497018
John Kenji Yonemoto	Chief investment officer; board member; class a member	1 Feb 2005	Other	2330042
Madeleine Korbel Albright	Chair and indirect class b owner through albright stonebridge group llc	1 Feb 2005	Other	4889035
Madeleine K. Albright	Class b member	1 Feb 2005	Other	4889035
Carol M. Browner	Class b member	1 Feb 2005	Other	4889036
James C. O'brien	Class b member	1 Feb 2005	Other	4889037
Wendy R. Sherman	Class b member	1 Feb 2005	Other	4889038
Steven Richard Grey	Chief compliance officer	1 Feb 2005	Other	2759517
Nelson Rui Oliveira	Board member, general counsel, chief compliance officer and class c member	1 Dec 2007	Other	4732142
Anthony Stephen Harrington	Board member and indirect class b owner through albright stonebridge group llc	1 Aug 2009	Other	1431255
James Coad O'brien	Board member and indirect class b owner through albright stonebridge group llc	1 Aug 2009	Other	4889037
Albright Stonebridge Group Llc	Class b member	1 Aug 2009	25% - 50%	52-2315157
Anthony Harrington	Board member	1 Aug 2009	Other	1431255
James C. O'brien	Board member and indirect class b owner through albright stonebridge group llc	1 Aug 2009	Other	4889037

Based in Washington

The principal office where Albright Capital Management LLC performs its advisory services is located at 601 Thirteenth Street, Nw, Washington, DC 20005, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-370-3500 or by fax 202-370-3555. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at albrightcapital.com.