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Talmage Asset Management, LLC (Stamford)


Talmage Asset Management, LLC is an adviser based in Stamford. It manages $5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Connecticut.

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Talmage Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Talmage Asset Management: assets under management

The assets under management (AUM) of Talmage Asset Management, LLC is $5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Talmage Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Courtlandt Maxwell Managing member 1 Sep 2001 75% - 100% 1348495
Llc Talmage Capital Managing member 1 Nov 2002 75% - 100% 06-1631265

Based in Stamford

The principal office where Talmage Asset Management, LLC performs its advisory services is located at Two Stamford Plaza, 7 Th Floor, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-487-0800 or by fax 203-487-0801. The normal business hours are 8:00 - 17:00 hours on Monday - Friday. You can find more information about the New York firm at www.talmagecapital.com.


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