Firm profile

AMERICAN CAPITAL MANAGEMENT INC

NEW YORK, NYCRD 110861Latest ADV June 27, 2025

American Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated June 27, 2025, reports $2.6B in regulatory assets under management, 16 employees, and 543 accounts.

Assets Under Management
$2.6B
Employees
16
Offices
--
Total Clients
361
Primary office
NEW YORK, NY
575 LEXINGTON AVENUE, 30TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid M. La Valle
CCOMichael J. Meagher
CIODavid M. La Valle

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 86.7% of total clients.
Top client categories% of clientsClients
1
HNWI
86.7%
313
2
Corporations
8.0%
29
3
Charitable
5.0%
18
4
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.6Bas of June 27, 2025
Discretionary100.0%
$2.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.6B
Total Accounts543
10Y AUM Change+$1.4B (+109.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees16
Clients per Employee23:1
10Y Employee Change+5 (+45.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.