American Capital Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$884,929,625
Clients
272
Advisors
3
of 15 employees
About
American Capital Management, Inc. provides discretionary portfolio management primarily to high‑net‑worth individuals, corporations, foundations, endowments, pension and profit‑sharing plans, IRAs, trusts, and a UCITS pooled fund. Services center on individually managed equity portfolios supplemented with convertible and fixed‑income investments, with regular reporting and quarterly performance summaries for clients.
The firm’s investment process relies on fundamental analysis of a curated universe of about 100 small‑ and medium‑sized growth companies, with sector emphasis on health care and technology, and a stated preference for long‑term holdings and lower turnover. ACM operates under discretionary authority to implement its strategy, routinely adjusts equity exposure for market conditions, and provides comparative performance information to clients while not charging performance‑based fees.
Notable or uncommon characteristics include active management of a pooled UCITS vehicle and brochure language that presents comparative and forward‑looking performance statements (including references to potential “above‑average returns”), which amounts to advertised and hypothetical performance materials. ACM also manages an unusually large asset base relative to its small advisory team (over $2.1 billion with a compact investment staff) and generally does not offer standalone financial planning or serve non‑high‑net‑worth retail clients.
Client services
Expertise
Occupation focus
Fee options
1% annually (negotiable, may include tiered breakpoints reducing fee percentage as asset levels increase)
Account minimum: $2,000,000 Fee-only: 1% of assets annually, payable quarterly in advance; fees are negotiable and can include discounts and tiered schedules.
Main office
575 Lexington Avenue, 30th Floor
New York NY 10022-3212
Advisors at this office
3
Most active in
Arizona · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maine · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David L
Series 65
New York, NY
American Capital Management Inc
David La Valle is a Series 65-licensed advisor at American Capital Management Inc with 6 years of industry experience. He has been with American Capital Management, Inc. since 2008. The firm provides discretionary portfolio management primarily to high-net-worth individuals, corporations, and institutional clients. Their investment approach focuses on fundamental analysis of a select group of small- and medium-sized growth companies, emphasizing healthcare and technology sectors with a preference for long-term holdings and lower turnover.
Kristin G
CFA®, Series 65
New York, NY
American Capital Management Inc
Kristin Gamble is a CFA® charterholder with over 32 years of industry experience. She has been with American Capital Management, Inc. since 2015 and holds a Series 65 license. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, institutions, and a UCITS pooled fund. The firm focuses on individually managed equity portfolios with an emphasis on health care and technology sectors, employing fundamental analysis and a long-term investment approach.
Mary Catherine M
CFA®
New York, NY
American Capital Management Inc
Mary Catherine Mcrae is a CFA® charterholder with six years of industry experience. She has been with American Capital Management, Inc. since 2010. American Capital Management, Inc. provides discretionary portfolio management primarily to high-net-worth individuals, corporations, foundations, and institutional clients, focusing on individually managed equity portfolios supplemented with convertible and fixed-income investments. The firm emphasizes fundamental analysis of small- and medium-sized growth companies in health care and technology sectors, with a preference for long-term holdings and lower turnover.
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