CSFC MANAGEMENT COMPANY, LLC

CAPITALSPRING
NASHVILLE, Tennessee·9 registered advisors·CRD# 161372
SEC# 801-742344212-981-0140
01

Firm Overview

AUM
$2.5B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at CSFC MANAGEMENT COMPANY, LLC

9 registered advisors
Christopher Michael Unrath
NEW YORK, New York
Evangelos Xenakis
NEW YORK, New York
Faird Al Mulla
NEW YORK, New York
Jane M Penelope
NEW YORK, New York
Lisa Lersner
NEW YORK, New York
Lukas Spiss
NEW YORK, New York
Niels Carl Lorijn
NEW YORK, New York
Richard Handly Fitzgerald
NASHVILLE, Tennessee
Vinit Kohli
NEW YORK, New York
05

Office Locations

NEW YORK, New York
8 advisors
NASHVILLE, Tennessee
1 advisor

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Data sourced from SEC Form ADV filings. CSFC MANAGEMENT COMPANY, LLC (CRD# 161372) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.