HONEYWELL CAPITAL MANAGEMENT LLC
Adviser information for HONEYWELL CAPITAL MANAGEMENT LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 17 |
|---|---|
| Investment Advisory/Research | 16 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 14 | $13.7B |
| Non-Discretionary | 0 | $0 |
| Total | 14 | $13.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | <5 | $13.7B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 67 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMAT COST BASED ON DIRECT EXPENSES FOR INTERNAL MANAGEMENT |
Principal Office
115 TABOR ROADMORRIS PLAINS
NJ
United States
Monday - Friday, 9:00A.M.- 5:00P.M.
Tel: 973-455-2032, Fax: None
Chief Compliance Officer
KEVIN M. COVERT
115 TABOR ROAD
MORRIS PLAINS
NJ
United States
Tel:
973-455-3062
K***********@************M
(Full email address available in API data)
Regulatory Contact
DOMINICK J. DEALTO
CHIEF EXECUTIVE OFFICER
115 TABOR ROAD
MORRIS PLAINS
NJ
United States
Tel:
973-455-2032
D**************@************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 |
|---|---|---|---|---|---|
| HONEYWELL INTERNATIONAL INC | Domestic Entity | – | OWNER | 11/1997 | > 75% |
| COVERT, KEVIN, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2003 | < 5% |
| LEWIS, GREGORY, PETER | Individual | – | DIRECTOR, CHAIRMAN | 08/2018 | < 5% |
| Mattimore, Karen, Lynn | Individual | – | DIRECTOR | 03/2021 | < 5% |
| DEALTO, DOMINICK, JOSEPH | Individual | – | CEO/DIRECTOR | 06/2021 | < 5% |