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.