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Formula Capital Management, LLC (New York)


Formula Capital Management, LLC is a large advisory firm based in New York. It manages $55.6 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2006.

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Formula 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.

Formula Capital Management: assets under management

The assets under management (AUM) of Formula Capital Management, LLC is $55.6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $55.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Formula 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.

Based in New York

The principal office where Formula Capital Management, LLC performs its advisory services is located at 680 5 Th Avenue, New York, NY 10019, 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 212-931-5329 or by fax 212-931-5206. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.formulacapital.com.


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