Capital Counsel LLC

Capital Counsel LLC is an independent investment management firm based in New York City. Founded in 1999, the firm is helmed by a team of experienced professionals including F Randall Smith, Terence Greene, James Magid, and Lauren Blum. Capital Counsel employs 15 individuals and generates approximately $3 million in annual revenue. The firm specializes in managing concentrated portfolios of large-cap and mid-cap companies, primarily those based in the United States or with significant U.S. operations. Their investment strategy is driven by in-depth bottom-up research, focusing on the quality of a company's management and its operational efficiency. Capital Counsel caters to a select clientele of high-net-worth individuals, families, foundations, and endowments. Many of their clients have achieved success through business ownership and appreciate Capital Counsel's approach to investment management. Those interested in learning more about Capital Counsel's services can visit their website at capitalcounsel.com.