# CAPITAL COUNSEL LLC

CAPITAL COUNSEL LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 109001
- Type: SEC-registered investment adviser
- SEC file number: 801-56844
- Location: 527 MADISON AVE., 19TH FLOOR, NEW YORK, NY, 10022
- Phone: 212-350-9333
- Latest filing: 2026-03-31
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $11.2M
- Clients: 13
- Accounts: 785

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Investment cos

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Lauren Blum | CHIEF INVESTMENT OFFICER | New York, NY |
| F Randall Smith | MEMBER | New York, NY |
| James Irwin Magid | MEMBER | — |
| Terence Sean Greene | PRESIDENT | — |
| Lauren Nmn Blum | CHIEF INVESTMENT OFFICER | — |
| George Austin Needham | SHAREHOLDER | — |
| Justin Benjamin Berrie | MEMBER | — |
| Matthew John Emmanuel Friedman | MEMBER | — |
| Chantalle Briona Hanna | CHIEF COMPLIANCE OFFICER | — |
| Justin B Berrie | CHIEF COMPLIANCE OFFICER | — |
| Matthew Friedman | MEMBER | — |
| SMITH F RANDALL | MEMBER; PRESIDENT | — |
| MAGID JAMES IRWIN | MEMBER; SECRETARY; TREASURER | — |
| GREENE TERENCE SEAN | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; PRESIDENT; SECRETARY (+2 more) | — |
| LEVY MARION H | SHAREHOLDER | — |
| BLUM LAUREN | CHIEF INVESTMENT OFFICER; PORTFOLIO MANAGER/RESEARCH ANALYST | — |
| SMITH SAMANTHA CONRATH | DIRECTOR CLIENT SERVICE, MARKETING; DIRECTOR CLIENTSERVICE, MARKETING, CHIEF COMPLIANCE OFFICER | — |
| NEEDHAM GEORGE AUSTIN | SHAREHOLDER | — |
| HENNESSY MICHAEL EDWARD | CHIEF COMPLIANCE OFFICER | — |
| GAYDEN WILLIAM K | SHAREHOLDER | — |
| BERRIE JUSTIN B | CHIEF COMPLIANCE OFFICER | — |
| FREIDIN ABRAHAM J | CHIEF COMPLIANCE OFFICER | — |
| Justin B. Berrie | CHIEF COMPLIANCE OFFICER | New York, NY |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109001/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109001/similar
- Related entities: https://search.stillhousedata.com/firm/109001/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109001

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.