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Capital Counsel LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Capital Counsel LLC is an independent investment management firm based in New York City, New York. Founded in 1999 by F. Randall Smith, Terence Greene, James Magid, and Lauren Blum, the firm focuses on concentrated portfolios of large-cap and mid-cap U.S. companies or businesses with significant U.S. operations, selected through a bottom-up research process that prioritizes how management runs the company. The approach centers on in-depth company analysis rather than broad market bets. 

Its client base comprises high-net-worth individuals and their families, foundations, and endowments, including former executives who understand and respect the firm’s investment process. Within the investment management industry, Capital Counsel has received recognitions dating back to 2020 and into 2021, reflecting its position among independent asset managers.

Find Capital Counsel LLC employees' phone numbers or email addresses

Capital Counsel LLC Global Highlights

Location
Employees

North America
20

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  • United States Of America
    20

Capital Counsel LLC's Leadership

  • Chief Compliance Officer, Investment Analyst And Portfolio Manager at Capital Counsel LLC
    J. B.
    Chief Compliance Officer, Investment Analyst And Portfolio Manager
    Mobile Phone

Capital Counsel LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Legal
  • Other
  • Finance

Contact profiles from Capital Counsel LLC

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer, Investment Analyst And Portfolio Manager at Capital Counsel LLC
    J. B.
    Chief Compliance Officer, Investment Analyst And Portfolio Manager
    Mobile Phone
    Aug 11, 2026

Frequently Asked Questions

What is Capital Counsel LLC known for?

Minus sign iconPlus sign iconCapital Counsel LLC was founded in 1999 and operates in the Investment Management industry. You can contact Capital Counsel LLC's main corporate office by phone at
+1-212-350-****
. Explore Capital Counsel LLC's company overview page for more information.

What is Capital Counsel LLC's most common email format?

Minus sign iconPlus sign iconCapital Counsel LLC employees' email format typically follows the pattern of FLast@capcounsel.com. Trying to find reliable and up-to-date employee contact data? Find more Capital Counsel LLC email formats with LeadIQ.

How many employees does Capital Counsel LLC have currently?

Minus sign iconPlus sign iconCapital Counsel LLC has approximately 19 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Capital Counsel LLC's key employees and leadership?

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As of August 2026, Capital Counsel LLC's key employees include:

  • Chief Compliance Officer, Investment Analyst And Portfolio Manager: J. B.

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