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FERMAT CAPITAL MANAGEMENT, LLC

615 Riverside Avenue
Westport, Connecticut 06880-5910
Tel: 203-454-6811

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About FERMAT CAPITAL MANAGEMENT, LLC

FERMAT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FERMAT CAPITAL MANAGEMENT, LLC. The firm was established in 01/27/2006. They have over 1 offices throughout the country.

FERMAT CAPITAL MANAGEMENT, LLC is a Westport, Connecticut based Financial Planning firm with nearly $10,954,239,406 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#134099
SEC#801-65497
Assets Managed by Firm$10,954,239,406
No. of Clients13
No. of Advisors37

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total13$10,954,239,406

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