Canam Capital Management, LLC (New York)

Canam Capital Management, LLC is a mid-sized advisory firm based in New York. It manages $31.5 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Canam Capital Management provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Canam Capital Management: assets under management

The assets under management (AUM) of Canam Capital Management, LLC is $31.5 million, all of which is managed in discretionary accounts. 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 firm manages $31.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Canam Capital Management, LLC for their services and products based on a percentage of assets under management and commissions. 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.

What kind of clients Canam Capital Management serves?

The only and largest group of clients of Canam Capital Management is pooled investment vehicles with 7 clients and $31.5 million of assets under management. Among the 1 most similar advisory firms, Canam Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $31.5 million for 7 clients. None of the firm’s clients are foreign persons or businesses.

Canam Capital Management also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Canam Capital Management, LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Llc Canam Ccm Holdings joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Canam Ccm Holdings	Managing member	1 Aug 2018	75% - 100%	83-1548898
Jeffrey Allan Decicco	Chief executive officer	1 Aug 2018	Other	4190543
Peter Whitney Calabrese	Managing director / chief compliance officer	1 Aug 2018	Other	4590054
Gary B Stern	General counsel and chief legal officer	1 Aug 2018	Other	7014118

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Tommy (Nmn) Rosenfeld	Managing member	1 Aug 2018	75% - 100%	1159037
Tommy Rosenfeld	Managing member	1 Aug 2018	75% - 100%	1159037

Based in New York

The principal office where Canam Capital Management, LLC performs its advisory services is located at Wall Street Plaza, New York, NY 10005, 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 212-668-0697. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.