Capmark Investments LP (Horsham)

Name: Capmark Investments LP
Address: 116 Welsh Road, Horsham, PA, 19044
Telephone: 215-328-1303

Capmark Investments LP is a large advisory firm based in Horsham. It manages $269.58 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

Capmark Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Capmark Investments: assets under management

The assets under management (AUM) of Capmark Investments LP is $269.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $269.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Capmark Investments LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Capmark Investments LP

Robert Dale Feller has been acting as President since 1 Oct 2000. Edward Michael Brace joined the executive team most recently as the Director, Controller.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Rennie Lindner	Director, chairman	1 Oct 2000	Other	4378009
Robert Anthony Fabiszewski	Executive vice president, managing director, director	1 Oct 2000	Other	4378037
Robert Dale Feller	Director	1 Oct 2000	Other	3158043
James Fairbanks Titus	Senior vice president, managing director, director	1 May 2001	Other	2855210
Brian Richard Didonato	President, director	1 Dec 2001	Other	2503867
Paul Joseph Dolinoy	Executive vice president, managing director, director	1 Nov 2003	Other	1759613
Michelle Woods Vaughn	Chief compliance officer/senior vice president	1 Jul 2004	Other	1979315
Rene Jennine Paradis	Chief financial officer/senior vice president	1 Jan 2005	Other	4912571
Capmark Finance Inc.	Limited partner	1 Dec 2005	75% - 100%	23-2413444
Capmark Investment Holding Llc	General partner	1 Dec 2005	Other	20-4031504
Jacqueline Valerie Brady	Senior vice president, managing director	1 Jan 2006	Other	2559023
Scott Roth	Senior vice president, managing director	1 Jan 2006	Other	5082706
Mike O'meara	Senior vice president, chief credit officer,managing director	1 Jan 2006	Other	5082718
Dawson Steven Lin	Director	1 Jan 2006	Other	2166338
Wayne Lamonte Harris	Senior vice president, managing director	1 Jan 2006	Other	5211237
William Francis Martin	Senior vice president, managing director	1 Jan 2006	Other	5211251
Michael S. Baron	Managing director of real estate equity	1 Jan 2006	Other	5304820
Keith Andrew Kooper	Senior counsel, secretary, senior vice president	1 Apr 2007	Other	3246845
Timothy Edward Fuller	Director, managing director of european investments	1 Dec 2007	Other	5469712
Barry Seth Gersten	President	1 Apr 2008	Other	1345785
Patricia Ann Unti	Executive vice president, levered finance	1 Jul 2008	Other	4311356
David Marc Lazarus	Executive vice president	1 Jul 2008	Other	4944971
Scott Roth	Executive vice president, co-head of securities	1 Jul 2008	Other	5082706
Edward Michael Brace	Director, controller	1 Oct 2009	Other	5721370

Indirect Owners

The SEC currently registers 12 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Capmark Financial Group Inc.	Shareholder	1 Apr 1998	75% - 100%	91-1902188
Kkr Millenium Fund Lp	Owner	1 Aug 2005	50% - 75%	13-4170210
Fmcp Ch Investor	Owner	1 Aug 2005	25% - 50%	20-4258216
Kkr Millennium Fund Lp	Owner	1 Aug 2005	25% - 50%	13-4170210
Gmacch Investor Llc	Owner	1 Mar 2006	75% - 100%	56-2551836
Kkr Associates Millennum Lp	Owner	1 Mar 2006	Other	13-4170208
Kkr Millenium Gp Llc	Owner	1 Mar 2006	Other	13-4170202
Five Mile Capital Sif Co Investment Vehicle I Lp	Owner	1 Mar 2006	50% - 75%	20-4258318
Five Mile Capital Pooling Llc	Owner	1 Mar 2006	25% - 50%	20-1507785
Five Mile Capital Structured Income Fund Lp	Owner	1 Mar 2006	75% - 100%	04-3768577
Kkr Associates Millennium Lp	General partner	1 Mar 2006	Other	13-4170208
Kkr Millennium Gp Llc	General partner	1 Mar 2006	Other	13-4170202

Based in Horsham

The principal office where Capmark Investments LP performs its advisory services is located at 116 Welsh Road, Horsham, PA 19044, 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 215-328-1303 or by fax 215-328-0180. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.realpoint.com.