CAPITAL SECURITY ADVISORS LLC
CRD #170059 SEC #802-80250 BOSTON, MA (857) 288-1990
State Registered Exempt Reporting Private Funds
Total AUM
$108M
Discretionary
$12.7M
Employees
5
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 19, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARNEVALE, DAVID, MICHAEL | I | CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| CARNEVALE, DAVID, MICHAEL | I | CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| CARNEVALE, DAVID, MICHAEL | I | CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| CARNEVALE, DAVID, MICHAEL | I | CHIEF FINANCIAL OFFICER/CHIEF ADMINISTRATIVE OFFICER/CHIEF OPERATING OFFICER | NA | Control |
| DICICCO, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DICICCO, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DICICCO, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DICICCO, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLAUER, WHITING, R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLAUER, WHITING, R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WYKE, RICHARD, PIERCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IRVIN, DANIEL, RUSSELL | I | MANAGING MEMBER | E | Control |
| IRVIN, DANIEL, RUSSELL | I | MANAGING MEMBER | E | Control |
| IRVIN, DANIEL, RUSSELL | I | MANAGING MEMBER | E | Control |
| IRVIN, DANIEL, RUSSELL | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| IRVIN, DANIEL, RUSSELL | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| IRVIN, DANIEL, RUSSELL | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
| IRVIN, DANIEL, RUSSELL | I | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER | E | Control |
Registrations
Federal
ERA
Aug 19, 2014 REGISTERED
Notice Filings (1)
MA
Address
98 NORTH WASHINGTON STREETFIFTH FLOOR
BOSTON, MA 02114-1918
United States
Phone: (857) 288-1990