Ferris Capital is a fund manager in Southborough with $755.69 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
455434812
SEC advisor number
801-76607
FINRA CRD number
160116
AUM ?
$755.69 mm
(as of 24 Mar 22)
Accounts
615
(as of 24 Mar 22)
Employees
8
(6 investment advisory or research)
Address
Ferris Capital
325 DONALD LYNCH BLVD. SUITE 200
SUITE 200
MARLBOROUGH
MA 01752
325 DONALD LYNCH BLVD. SUITE 200
SUITE 200
MARLBOROUGH
MA 01752
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
(508) 281-5200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ferris, David, Matthew | Managing Member | 10/2012 | > 75% |
Russell, Matthew, James | Assistant General Counsel & Chief Compliance Officer | 07/2017 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Ferris Capital, LLC | $755.69 mm | |
FD Chestnut Opportunity, LLC | $1.60 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21
13F-HR
Quarterly holdings report by institutional manager
16 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
10 Feb 21
13F-HR
Quarterly holdings report by institutional manager
10 Nov 20
13F-HR
Quarterly holdings report by institutional manager
11 Aug 20
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
24 Jan 20