Ofelia Capital LLC is a large advisory firm based in New York. It manages $30.55 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010.
Ofelia Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. 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 Ofelia Capital LLC is $30.55 million. The firm's AUM has grown by 0% 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 Ofelia Capital 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.
Donald Anthony Malmo has been acting as President since 1 Dec 2009. Garey Mannen Fuqua joined the executive team most recently as the President; Chief Executive Officer; Chief Compliance Officer.
The principal office where Ofelia Capital LLC performs its advisory services is located at 114 West 47 Th Street, New York, NY 10036, 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 (646) 467-5295 or by fax (212) 656-1681. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at ofeliacapital.com.