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1861 Capital Management LLC (New York)


1861 Capital Management LLC is a pension cosultant based in New York. It manages $15.48 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

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1861 Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

1861 Capital Management: assets under management

The assets under management (AUM) of 1861 Capital Management LLC is $15.48 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 1861 Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bidyut Chintaharen Sen Member 1 Jul 2003 25% - 50% 1460588
Paul Richard Derosa Member 1 Jul 2003 50% - 75% 1558416
Evan Darrell Lamp Trustee/member 1 Jul 2003 25% - 50% 2294281
Richard Jed Mccarthy Trustee/member 1 Mar 2006 25% - 50% 1083662
Ellen Lefferts Trustee 1 Aug 2008 25% - 50% 5649623

Based in New York

The principal office where 1861 Capital Management LLC performs its advisory services is located at 30 Rockefeller Plaza, New York, NY 10112, 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 212-332-8111 or by fax 212-332-8113. The normal business hours are 9 to 5 on Monday - Friday. You can find more information about the New York firm at www.1861capital.com.


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