Mony Realty Capital, Inc. (Littleton)

Mony Realty Capital, Inc. is a large advisory firm based in Littleton. It manages $505.26 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Colorado, Georgia, Illinois, and New York.

Mony Realty Capital provides 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.

Mony Realty Capital: assets under management

The assets under management (AUM) of Mony Realty Capital, Inc. is $505.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $505.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mony Realty Capital, Inc. 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.

Careers at Mony Realty Capital, Inc.

Kevin Robert Byrne has been acting as President since 1 Sep 2004. Thomas M Mccahill joined the executive team most recently as the Head Of Investments And Client Relationships.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas M Mccahill	President and ceo	1 Oct 2001	Other	4883779
James J Mazzarelli	Managing director	1 Oct 2001	Other	4883784
Richard Eytan Katzenstein	Managing director	1 Oct 2001	Other	1240331
William J Swackhamer	Managing director	1 Oct 2001	Other	4883790
Forrest Rosanova	Managing director - chief financial officer	1 Oct 2001	Other	4884019
Mark Witt	Senior vice president	1 Oct 2001	Other	4884372
Steven Randall	Senior vice president	1 Oct 2001	Other	4884376
David E Cher	Chief compliance officer and chief legal officer (title: managing director - general counsel)	1 Feb 2002	Other	4882894
Michael Willard Walton	President, director, secretary, treasurer	1 Jan 2004	Other	4872849
Inc. Axa Financial	Owner of 100% of stock of adviser	1 Jul 2004	75% - 100%	13-3623351
Kevin Robert Byrne	Director	1 Sep 2004	Other	1975617
Richard Dziadzio	Director	1 Sep 2004	Other	4362519
Michael Vitale	Director	1 Sep 2004	Other	4884026
Frank Gerald Creamer	Chairman	1 Sep 2004	Other	4872845
Thomas M Mccahill	Head of investments and client relationships	1 Feb 2005	Other	4883779
James J Mazzarelli	Senior managing director	1 Feb 2005	Other	4883784
Richard Eytan Katzenstein	Senior managing director	1 Feb 2005	Other	1240331
William J Swackhamer	Managing director	1 Feb 2005	Other	4883790
Forrest Rosanova	Principal	1 Feb 2005	Other	4884019
Mark Witt	Regional vice president	1 Feb 2005	Other	4884372
Steven Randall	Regional vice president	1 Feb 2005	Other	4884376
Llc Mma Financial	Owner of 100% of stock of adviser	1 Feb 2005	75% - 100%	52-2195457
David R. Bolt	Chief compliance officer (title: director)	1 Feb 2005	Other	4940428
Gina Masterson	Chief legal officer	1 Feb 2005	Other	4940699

Based in Littleton

The principal office where Mony Realty Capital, Inc. performs its advisory services is located at 10475 Park Meadows Drive, Littleton, CO 80124, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.