Sutton Place Capital Management LLC

Sutton Place Capital Management provides discretionary portfolio management primarily to high‑net‑worth individuals and families and to a limited set of institutional clients, including foundations, endowments, trusts and small business 401(k) plans. Services include continuous investment supervision, sub‑advisory arrangements (including participation in wrap programs), and customized account restrictions when requested.

The firm’s investment process emphasizes fundamental analysis to determine intrinsic value, supplemented by technical and cyclical analysis to time tactical positions, and it uses both long‑term and shorter‑term purchase strategies as appropriate. Portfolios are managed according to a client‑specific investment policy, may include socially responsible screens with multiple client‑imposed restrictions, and clients receive at least quarterly reports on holdings and performance.

Operationally, Sutton Place is a solo, state‑registered adviser managing roughly $17.6 million across a small client base, with a $1 million typical account threshold and a $7,500 minimum annual fee, which aligns its client focus toward wealthier investors and institutions rather than non‑HNW individuals. The firm is also deemed to have custody because it can direct custodians to deduct advisory fees and serves as a sub‑adviser/wrap participant for other advisors — arrangements and custody authority that are less common among peers.