Schonfeld Weston Capital Management LLC (Westport)


Schonfeld Weston Capital Management LLC is a large advisory firm based in Westport. It manages $60.42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Connecticut.

Schonfeld Weston Capital Management 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.

Schonfeld Weston Capital Management: assets under management

The assets under management (AUM) of Schonfeld Weston Capital Management LLC is $60.42 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $60.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schonfeld Weston Capital 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.

Careers at Schonfeld Weston Capital Management LLC

Andrew Mark Fishman has been acting as President since 1 Jan 2006. Philip K Thomas joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Weston Capital Asset Management Llc Member 1 Jan 2006 Other 111761
Carl Stephen Goldberg Chief compliance officer 1 Jan 2006 Other 2746435
Kristen Marie Leopold Chief financial officer 1 Jan 2006 Other 4452669
Ibrahim Albert Hallac Vice chairman 1 Jan 2006 Other 234370
Steven Bart Schonfeld Chairman and chief investment officer 1 Jan 2006 Other 1051868
Andrew Mark Fishman President 1 Jan 2006 Other 2172475
Mark Peters Executive vice president 1 Jan 2006 Other 1016187
Sb Schonfeld Fund Advisors Llc Member 1 Jan 2006 75% - 100% 139150
Philip K Thomas Chief compliance officer 1 Aug 2006 Other 3043820

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ibrahim Albert Hallac Member 1 Sep 1999 50% - 75% 234370
Brigadier Investments Ltd. Member 1 Sep 1999 50% - 75% ein
Llc Weston Capital Management Member 1 Nov 2000 75% - 100% 06-1482681
Inc. Schonfeld Group Member 1 Mar 2004 25% - 50% 11-2920865
Steven Bart Schonfeld Shareholder 1 Mar 2004 75% - 100% 1051868
Schonfeld Group Holdings Llc Member 1 Mar 2004 75% - 100% 11-3587791

Based in Westport

The principal office where Schonfeld Weston Capital Management LLC performs its advisory services is located at 264 Riverside Avenue, Westport, CT 06880, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-227-5533 or by fax 203-227-3496. The normal business hours are 8:00am - 5:00pm on Monday - Friday.