A complete list of active advisors currently associated with Sutton Place Capital Management LLC

Warmer can help you find a great advisor at Sutton Place Capital Management LLC or one who fits your needs even better.

Sutton Place Capital Management provides personalized investment supervisory and portfolio management services to high‑net‑worth individuals and families, and also to institutional clients such as foundations, endowments, trusts, and small business 401(k) plans. Services are delivered primarily on a discretionary basis, with the firm also serving as a sub‑adviser to other RIAs and participating in wrap fee programs and select non‑discretionary assignments. The firm’s investment process centers on fundamental analysis to estimate intrinsic value, supplemented by technical and cyclical analysis and pattern‑recognition tools to time tactical positions; data gathering includes AI web‑based platforms and a shift toward online investor days and podcasts since COVID-19. Accounts are monitored continuously and reviewed at least quarterly, and the firm will implement client‑imposed restrictions, including multi‑restriction socially responsible portfolios. Noteworthy features that distinguish the firm from many independent peers include its active management of institutional clients—an uncommon focus for a single‑advisor independent firm—and its role in fee billing that causes it to be deemed to have custody because it directs custodians to deduct advisory fees, even though the firm is not a qualified custodian. The firm’s willingness to act as a sub‑adviser, participate in wrap programs, and negotiate fee arrangements for special holdings or socially responsible mandates further differentiates its service mix.

To learn more about the advisors currently working at Sutton Place Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.