CAPITAL COUNSEL LLC
CRD #109001 SEC #801-56844 NEW YORK, NY 212-350-9333
SEC Registered Private Funds
Total AUM
$2.6B
Discretionary
$2.6B
Employees
12
Clients
101
Accounts
731
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 8, 2025
- Branch Offices
- 0
- LEI
- 254900VIIQAOGR04WW17
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERRIE, JUSTIN, B. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERRIE, JUSTIN, B. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERRIE, JUSTIN, B. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERRIE, JUSTIN, B. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERRIE, JUSTIN, B. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERRIE, JUSTIN, B. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREIDIN, ABRAHAM, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREIDIN, ABRAHAM, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREIDIN, ABRAHAM, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREIDIN, ABRAHAM, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREIDIN, ABRAHAM, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREIDIN, ABRAHAM, J. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAYDEN, WILLIAM, K. | I | SHAREHOLDER | NA | |
| GAYDEN, WILLIAM, K. | I | SHAREHOLDER | NA | |
| HANNA, CHANTALLE, BRIONA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, F, RANDALL | I | PRESIDENT | D | Control |
| CARL MARKS & CO. LP | DE | MEMBER | C | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | C | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | C | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | C | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | C | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | PRESIDENT | C | Control |
| SMITH, F, RANDALL | I | MEMBER | C | Control |
| SMITH, F, RANDALL | I | MEMBER | C | Control |
| SMITH, F, RANDALL | I | MEMBER | C | Control |
| SMITH, F, RANDALL | I | MEMBER | C | Control |
| SMITH, F, RANDALL | I | MEMBER | C | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | B | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN | I | CHIEF INVESTMENT OFFICER | B | Control |
| BLUM, LAUREN, NMN | I | CHIEF INVESTMENT OFFICER | B | Control |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| CARL MARKS & CO. LP | DE | MEMBER | B | |
| GREENE, TERENCE, SEAN | I | SECRETARY | B | Control |
| GREENE, TERENCE, SEAN | I | SECRETARY AND CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | TREASURER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | TREASURER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | TREASURER AND CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | SECRETARY | B | Control |
| GREENE, TERENCE, SEAN | I | SECRETARY | B | Control |
| GREENE, TERENCE, SEAN | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| GREENE, TERENCE, SEAN | I | PRESIDENT | B | Control |
| MAGID, JAMES, IRWIN | I | TREASURER | B | Control |
| MAGID, JAMES, IRWIN | I | TREASURER | B | Control |
| MAGID, JAMES, IRWIN | I | TREASURER | B | Control |
| MAGID, JAMES, IRWIN | I | TREASURER | B | Control |
| MAGID, JAMES, IRWIN | I | MEMBER | B | |
| MAGID, JAMES, IRWIN | I | MEMBER | B | |
| MAGID, JAMES, IRWIN | I | MEMBER | B | |
| MAGID, JAMES, IRWIN | I | MEMBER | B | |
| MAGID, JAMES, IRWIN | I | MEMBER | B | |
| SMITH, F, RANDALL | I | MEMBER | B | Control |
| SMITH, F, RANDALL | I | PRESIDENT | B | Control |
| SMITH, F, RANDALL | I | PRESIDENT | B | Control |
| SMITH, F, RANDALL | I | MEMBER | B | Control |
| SMITH, F, RANDALL | I | MEMBER | B | Control |
| SMITH, F, RANDALL | I | MEMBER | B | Control |
| SMITH, F, RANDALL | I | MEMBER | B | Control |
| SMITH, F, RANDALL | I | MEMBER | B | Control |
| SMITH, F, RANDALL | I | MEMBER | B | Control |
| BERRIE, JUSTIN, B. | I | CHIEF COMPLIANCE OFFICER | A | Control |
| BERRIE, JUSTIN, BENJAMIN | I | MEMBER | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| BLUM, LAUREN | I | PORTFOLIO MANAGER/RESEARCH ANALYST | A | Control |
| ESTATE OF SAMANTHA CONRATH SMITH, F RANDALL SMITH AS ADMINISTRATOR | DE | MEMBER | A | |
| FRIEDMAN, MATTHEW, JOHN EMMANUEL | I | MEMBER | A | Control |
| Friedman, Matthew | I | MEMBER | A | Control |
| LEVY, MARION, H. | I | SHAREHOLDER | A | |
| LEVY, MARION, H. | I | SHAREHOLDER | A | |
| LEVY, MARION, H. | I | SHAREHOLDER | A | |
| LEVY, MARION, H. | I | SHAREHOLDER | A | |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | SECRETARY | A | Control |
| MAGID, JAMES, IRWIN | I | MEMBER | A | |
| MAGID, JAMES, IRWIN | I | MEMBER | A | |
| MAGID, JAMES, IRWIN | I | MEMBER | A | |
| MAGID, JAMES, IRWIN | I | MEMBER | A | |
| MAGID, JAMES, IRWIN | I | MEMBER | A | |
| MAGID, JAMES, IRWIN | I | MEMBER | A | |
| MAGID, JAMES, IRWIN | I | MEMBER | A | |
| SMITH, F, RANDALL | I | MEMBER | A | |
| SMITH, F, RANDALL | I | MEMBER | A | |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENTSERVICE, MARKETING, CHIEF COMPLIANCE OFFICER | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| SMITH, SAMANTHA, CONRATH | I | DIRECTOR CLIENT SERVICE, MARKETING | A | Control |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A | |
| THE NEEDHAM GROUP, INC. | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| CARL MARKS & CO. LLC | DE | CARL MARKS & CO. LP | F | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
| NEEDHAM, GEORGE, AUSTIN | I | THE NEEDHAM GROUP, INC. | C | Control |
Registrations
Federal
IA
Apr 8, 2025 REGISTERED
Notice Filings (22)
AZ CA CT DC FL IL MA MD ME MI NE NH NJ NY PA RI SC TN TX VA VT WI
Address
527 MADISON AVE., 19TH FLOORNEW YORK, NY 10022
United States
Phone: 212-350-9333