Capital Management Associates Inc
● SEC registered since 1982CRD 104783SEC# 801-17691New York, NY
Reg. AUM
$68.7M
Employees
8
Accounts
1
Location
New York, NY
Capital Management Associates Inc assets under management
Capital Management Associates Inc is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1982. It reports $68.7 million in regulatory assets under management and employs 8 people.
Capital Management Associates Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Larus Shields | Shareholder | 25-50% | 2012 |
| David Vincent Shields | Director | 10-25% | 1982 |
| Dimitri Harvey Kuriloff Control | Director Of Research | Under 5% | 1982 |
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Join to unlock · $37/moFrequently asked questions
How much does Capital Management Associates Inc manage?
Capital Management Associates Inc reports $68.7 million in regulatory assets under management on its Form ADV.
How many employees does Capital Management Associates Inc have?
Capital Management Associates Inc reports 8 employees.
Where is Capital Management Associates Inc located?
Capital Management Associates Inc is based in New York, NY and has been SEC-registered since 1982.
Does Capital Management Associates Inc disclose fund performance?
Capital Management Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 60 Broad Street, 39th Floor, New York, NY 10004 |
| Phone | 212-320-2000 |
| Fax | 212-320-3040 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 825293 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$68.7M▼ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$68.7Mregulatory AUM
Discretionary $68.7M