Albright Capital Management LLC (Washington)


Albright Capital Management LLC is a large advisory firm based in Washington. It manages $533.11 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of District of Columbia.

Albright Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Albright Capital Management: assets under management

The assets under management (AUM) of Albright Capital Management LLC is $533.11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 255% since the beginning of its operation, and $498 million of the total AUM is attributable to clients outside of the United States.

The firm manages $533.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.16 million each.
Albright Capital Management has custody of $468.63 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Albright Capital Management LLC 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.

What kind of clients Albright Capital Management serves?

The only and largest group of clients of Albright Capital Management is pooled investment vehicles with 7 clients and $533.11 million of assets under management. Among the 6 most similar advisory firms, Albright Capital Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $533.11 million for 7 clients. 83% of the firm’s clients are foreign persons or businesses.

Albright Capital Management also advises several private funds. Namely, three other private funds and two private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at Albright Capital Management LLC

The company employs 17 people that are either part- or full-time employees. 65 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Gregory Bigelow Bowes Chief executive officer; board member; class a member 1 Feb 2005 25% - 50% 1497018
John Kenji Yonemoto Chief investment officer; board member; class a member 1 Feb 2005 Other 2330042
Madeleine Korbel Albright Chair and indirect class b owner through albright stonebridge group llc 1 Feb 2005 Other 4889035
Madeleine K. Albright Class b member 1 Feb 2005 Other 4889035
Carol M. Browner Class b member 1 Feb 2005 Other 4889036
James C. O'brien Class b member 1 Feb 2005 Other 4889037
Wendy R. Sherman Class b member 1 Feb 2005 Other 4889038
Steven Richard Grey Chief compliance officer 1 Feb 2005 Other 2759517
Nelson Rui Oliveira Board member, general counsel, chief compliance officer and class c member 1 Dec 2007 Other 4732142
Anthony Stephen Harrington Board member and indirect class b owner through albright stonebridge group llc 1 Aug 2009 Other 1431255
James Coad O'brien Board member and indirect class b owner through albright stonebridge group llc 1 Aug 2009 Other 4889037
Albright Stonebridge Group Llc Class b member 1 Aug 2009 25% - 50% 52-2315157
Anthony Harrington Board member 1 Aug 2009 Other 1431255
James C. O'brien Board member and indirect class b owner through albright stonebridge group llc 1 Aug 2009 Other 4889037

Based in Washington

The principal office where Albright Capital Management LLC performs its advisory services is located at 601 Thirteenth Street, Nw, Washington, DC 20005, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-370-3500 or by fax 202-370-3555. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at albrightcapital.com.