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Gartmore Mutual Fund Capital Trust (Conshohocken)


Gartmore Mutual Fund Capital Trust is a large advisory firm based in Conshohocken. It manages $27.18 billion of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2002.

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Gartmore Mutual Fund Capital Trust provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gartmore Mutual Fund Capital Trust: assets under management

The assets under management (AUM) of Gartmore Mutual Fund Capital Trust is $27.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.18 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.55 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gartmore Mutual Fund Capital Trust for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gartmore Mutual Fund Capital Trust

Paul James Hondros has been acting as President since 1 Mar 1999. Inc. Nationwide Financial Services joined the executive team most recently as the Corporate Parent.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Inc. Villanova Capital Corporate parent 1 Feb 1999 75% - 100% 31-1636299
Wilmington Trust Sole trustee 1 Feb 1999 Other 00-0000000
Inc. Gartmore Global Investments Corporate parent 1 Feb 1999 75% - 100% 31-1636299
Inc. Nwd Investment Management Corporate parent 1 Feb 1999 75% - 100% 31-1636299
Paul James Hondros Ceo/president 1 Mar 1999 Other 1069884
Roger Bartley Global chief investment officer, fixed income 1 Mar 1999 Other 4939469
Kevin Stephen Crossett Vice president, associate general counsel 1 May 2000 Other 4320461
Gregory Joseph Nowak Executive vp - mergers and acquisitions 1 May 2000 Other 4335630
Donald James Pepin Senior vp - sales 1 May 2000 Other 1840260
Thomas Michael Sipp Vice president/chief financial officer 1 Jun 2000 Other 2407526
Gerald James Holland Senior vice president-operations 1 Jul 2000 Other 1099918
James Robert Donatell Executive vice president-sales & marketing 1 Sep 2000 Other 1053176
Peter C Chambers Executive vp - global chief investment officer 1 Feb 2001 Other 4361404
William Howard Miller Senior vp/senior portfolio manager 1 Sep 2001 Other 1050421
Young Duchung Chin Executive vp,chief investment officer u.s. 1 Sep 2001 Other 2882677
Eric Edward Miller Senior vp - chief counsel 1 Aug 2002 Other 2072660
Wilson Santos Executive vp-distribution 1 Jan 2003 Other 2822467
Jeffrey Stuart Meyer Executive vice president-chief financial officer, gartmore group 1 Feb 2004 Other 1259541
Michael Adam Krulikowski Chief compliance officer 1 Mar 2004 Other 2992308
Patrick John Udovich Senior vice president, head of human resources 1 Jul 2004 Other 2950909
Jerry T Nichols Senior vice president-co-head of us fixed income 1 Aug 2004 Other 1927264
Kevin Stephen Crossett Executive vice presiden and global general counsel 1 Oct 2005 Other 4320461
Douglas Donald Castagna Senior vice president, us head of finance and accounting 1 Oct 2005 Other 3139364
Paul James Hondros President & chief executive officer, chief investment officer equities 1 Apr 2006 Other 1069884
John Henry Grady President, nwd investments 1 Dec 2006 Other 4431440
Richard F. Fonash Chief investment officer, nwd investments 1 Jan 2007 Other 4705848
Stephen Timothy Grugeon Executive vice president, nwd investments 1 Jan 2007 Other 1260891
Inc. Nationwide Financial Services Corporate parent 1 Apr 2007 75% - 100% 31-1486870

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nationwide Corporation Shareholder 1 Nov 1996 75% - 100% 31-4416546
Nationwide Mutual Insurance Company Shareholder 1 May 1998 75% - 100% 31-4177100
Inc. Nationwide Financial Services Shareholder 1 Feb 1999 75% - 100% 31-1486870
Nationwide Corporation Shareholder 1 Feb 1999 75% - 100% 31-1570938
Nationwide Mutual Insurance Company Shareholder 1 Feb 1999 75% - 100% 31-4177100
Gartmore Global Asset Management Trust Shareholder 1 Jul 2002 75% - 100% 109364
Nationwide Corporation Shareholder 1 Jul 2002 75% - 100% 31-4416546
Gartmore Global Asset Management Trust Shareholder 1 Sep 2003 75% - 100% 109364
Ltd. Nationwide Asset Management Holdings Shareholder 1 Sep 2003 75% - 100% foreign entity
Gartmore Group Limited Shareholder 1 Sep 2003 75% - 100% 01-0800070
Nwd Management & Research Trust Shareholder 1 Sep 2003 75% - 100% 109364
Ltd. Nationwide Asset Management Holdings Shareholder 1 Oct 2006 75% - 100% foreign entity

Based in Conshohocken

The principal office where Gartmore Mutual Fund Capital Trust performs its advisory services is located at 1200 River Road, Conshohocken, PA 19428, which is also the mailing address of the firm. An additional office of the firm is in Columbus, OH. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 484-530-1300 or by fax 484-530-1323. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.gartmoreglobalinvestments.com.


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