American Capital Management Inc logo

American Capital Management Inc

Updated today

Client assets under management

$1,170,634,722

Clients

313

100% high-net worth

Advisors

3

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

104

High

Average account size

$3,740,047

About

American Capital Management provides discretionary portfolio management primarily to high‑net‑worth individuals and a range of institutional clients including corporations, foundations, endowments, pension and profit‑sharing plans, IRAs, and trusts. Accounts are individually managed with equity emphasis on small‑ and medium‑sized growth companies and complementary convertible and fixed‑income holdings; the firm reports about $2.64 billion in discretionary assets and also manages one UCITS fund.

The firm’s investment process centers on fundamental research and a focused universe of roughly 100 companies chosen by revenue‑size and qualitative criteria, with a sector tilt toward healthcare and technology and a technical overlay for timing. ACM describes a long‑term, low‑turnover approach that combines earnings momentum and valuation analysis, supplemented by short‑ to intermediate‑term fixed income for downside protection.

Compared with many multi‑team peers, ACM’s advisory platform includes management of a pooled investment vehicle (a UCITS fund), a less common arrangement for U.S. SEC‑registered firms of this type, and its brochure contains forward‑looking statements about potential outcomes (for example, noting its approach “may result in above‑average returns”). The firm generally targets high‑net‑worth clients (it states a customary $2 million minimum, with smaller accounts considered only at management’s discretion) and does not position itself for retail, non‑HNW individual clients.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner

Fee options

Percentage

1% per annum (negotiable and may include discounts or tiered schedules)

Other

Account minimum: $2 million Fee-only: Only charge fees for investment advice pursuant to an investment advisory relationship; no commissions or sales fees

Main office location

American Capital Management Inc

575 Lexington Avenue, 30 Th Floor

New York NY 10022-3212, United States

Number of offices

1

Most active in

Arizona · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maine · Massachusetts · Michigan · Minnesota · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David L

Series 65

New York, NY

American Capital Management Inc

David La Valle is a financial advisor at American Capital Management Inc with 18 years at the firm and six years of industry experience. He holds a Series 65 designation and is based in New York, NY. American Capital Management provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients. The firm employs a long-term, low-turnover investment approach focused on fundamental research and manages assets with an emphasis on small- and medium-sized growth companies, complemented by fixed-income holdings and a sector tilt toward healthcare and technology.

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner
user avatar

Kristin G

CFA®, Series 65

New York, NY

American Capital Management Inc

Kristin Gamble is a CFA® charterholder with 32 years of industry experience. She has been with American Capital Management, Inc. since 2015. The firm provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients, focusing on small- and medium-sized growth companies with a sector emphasis on healthcare and technology. American Capital Management employs a long-term, low-turnover investment approach supported by fundamental research and also manages a UCITS fund.

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner
user avatar

Mary Catherine M

CFA®

New York, NY

American Capital Management Inc

Mary Catherine Mcrae is a CFA® charterholder with 16 years of experience at American Capital Management, Inc., where she has worked since 2010. Based in New York, NY, she has focused her career within this multi-team firm. American Capital Management provides discretionary portfolio management primarily to high-net-worth individuals and a range of institutional clients. The firm emphasizes fundamental research and manages portfolios with a focus on small- and medium-sized growth companies, complemented by convertible and fixed-income holdings.

Active portfolio management Concentrated stock management Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")