ETRADE Capital Management is an investment advisor in Arlington with $7.41 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133902248
SEC advisor number
801-58085
FINRA CRD number
42159
AUM ?
$7.41 bn
(as of 19 May 23)
Accounts
90,806
(as of 19 May 23)
Address
ETRADE Capital Management
671 N. GLEBE ROAD
11TH FLOOR
ARLINGTON
VA 22203
671 N. GLEBE ROAD
11TH FLOOR
ARLINGTON
VA 22203
Office hours
Monday - Friday, 9:00 AM TO 5:00 PM
Phone
703-236-8403
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Etcm Holdings, LLC | Sole Owner | 08/2011 | > 75% |
Finn, Jed | Elected Manager | 10/2020 | < 5% |
Janover, James, T | Elected Manager | 10/2020 | < 5% |
Hennessy, Michael, S | Elected Manager / Vice President | 10/2020 | < 5% |
Morgan Stanley | Shareholder | 02/2002 | > 75% |
Morgan Stanley Domestic Holdings, Inc. | Shareholder | 01/2022 | > 75% |
Morgan Stanley Capital Management, LLC | Shareholder | 03/2007 | > 75% |
Turner, Chad, Edward | Elected Manager / Vice President | 10/2020 | < 5% |
Huneke, Benjamin, Cordt | Chief Executive Officer | 07/2021 | < 5% |
Hansen, Timothy, Gerard | Chief Compliance Officer | 05/2022 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Aug 24
13F-NT
Notice of holdings reported by another manager
15 May 24
13F-NT
Notice of holdings reported by another manager
13 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
15 May 23
13F-NT
Notice of holdings reported by another manager
14 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
15 Aug 22
13F-NT
Notice of holdings reported by another manager
13 May 22