RUNNYMEDE CAPITAL MANAGEMENT INC
Adviser information for RUNNYMEDE CAPITAL MANAGEMENT INC last updated from Form ADV on December 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 140 | $76.9M |
| Non-Discretionary | 0 | $0 |
| Total | 140 | $76.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 44 | $14.2M |
| HNW Individuals | 30 | $49.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $7.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $3.2M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT |
Identifiers
| SEC RIA File Number | 801-42744 |
|---|---|
| SEC ERA File Number | 801-42744 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106719 |
| Legal Entity Identifier | None |
Principal Office
10 WILRICH GLEN ROADMORRISTOWN
NJ
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: 973-267-6886, Fax: 973-267-5525
Websites
www.inspiredmoney.fm
twitter.com/runnymedecap
www.runnymede.com
www.facebook.com/runnymedecap
www.linkedin.com/company/runnymede
www.youtube.com/inspiredmoney
twitter.com/kungfuinvestor
www.linkedin.com/in/chriswang888
www.buylocalnj.com
www.linkedin.com/in/andywang888
www.instagram.com/chriswangnj/
www.instagram.com/advisorandy/
Chief Compliance Officer
ANDREW WANG
SENIOR VICE PRESIDENT
P.O. BOX 359
MENDHAM
NJ
United States
Tel:
973-267-6886
Fax:
973-267-5525
A****@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WANG, SAMSON | Individual | – | PRESIDENT | 01/1993 | 50-75% |
| WANG, ANDREW, KUANG HUNG | Individual | – | CHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENT | 08/2007 | 10-25% |
| WANG, CHRISTOPHER, KUANG-HUA | Individual | – | SENIOR VICE-PRESIDENT | 08/2007 | 10-25% |