FERRIS CAPITAL, LLC
FERRIS CAPITAL, LLC of SOUTHBOROUGH, MA is an SEC-registered investment adviser (CRD 160116). Regulatory assets under management: $755.7M.
Registration
- CRD: 160116
- SEC file number: 801-76607
- Type: Registered investment adviser
- Location: 118 TURNPIKE ROAD, SUITE 300, SOUTHBOROUGH, MA, 01772
- Phone: (508) 281-5200
- Latest filing: 2022-03-24
- Regulatory AUM: $755.7M
- Discretionary AUM: $755.7M
- Clients: 8
- Accounts: 615
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| RUSSELL JAMES | ASSISTANT GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | ROLLE, V8 |
| FERRIS DAVID MATTHEW | MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| FERRIS CORNELIUS ANTHONY | CCO; MANAGING MEMBER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| FD CHESTNUT OPPORTUNITY, LLC | Private Equity Fund | — | 7 | $1.6M | $100K |
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