Advisor at Sutton Place Capital Management LLC
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Firm
Sutton Place Capital Management LLC
Location
Venice, FL
Credentials
Series 63, Series 65
Industry experience
8 years
Mary Holland is a financial advisor at Sutton Place Capital Management LLC with 18 years of experience. She holds Series 63 and Series 65 licenses and has worked exclusively at Sutton Place since 2008. Sutton Place Capital Management provides discretionary portfolio management primarily to high-net-worth individuals, families, and select institutional clients. The firm employs a fundamental analysis approach supplemented by technical and cyclical analysis to manage client-specific investment policies, including socially responsible screens when requested.
Based on Sutton Place Capital Management LLC
$0 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.65%
$1,000 per diem (approximate hourly rate)
Account minimum: $1,000,000 Minimum fee: $7,500 annually
Venice, FL
Florida · New York · Texas
Sutton Place Capital Management LLC
2008 - Present (18 years)
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