Fell Capital Management
● SEC registered since 1989CRD 104986SEC# 801-34774Newport Beach, CA
Reg. AUM
$161.8M
Employees
1
Accounts
180
Location
Newport Beach, CA
Fell Capital Management assets under management
Fell Capital Management operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 1989. It reports $161.8 million in regulatory assets under management and employs 1 people.
Fell Capital Management owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Janet Joseph Fell Control | Trustee Of The Fell Family Trust Established June 1, 2004 | Over 75% | 2021 |
| Steven Craig Park Control | Cfo, Chief Compliance Officer | Under 5% | 2004 |
| The Fell Family Trust Established June 1, 2004 Control | Shareholder | Over 75% | 2021 |
Frequently asked questions
How much does Fell Capital Management manage?
Fell Capital Management reports $161.8 million in regulatory assets under management on its Form ADV.
How many employees does Fell Capital Management have?
Fell Capital Management reports 1 employees.
Where is Fell Capital Management located?
Fell Capital Management is based in Newport Beach, CA and has been SEC-registered since 1989.
Does Fell Capital Management disclose fund performance?
Fell Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 Dove Street, Suite 230, Newport Beach, CA 92660 |
| Phone | 949-476-5056 |
| Fax | 949-476-1101 |
| Office hours | 8:00 a.m. To 6:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$161.8M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$161.8Mregulatory AUM
Discretionary $161.8M