Urdang Capital Management Inc (Plymouth Meeting)

Name: Urdang Capital Management Inc
Address: 630 W Germantown Pike, Plymouth Meeting, PA, 19462
Telephone: 610-834-9500

Urdang Capital Management Inc is a large advisory firm based in Plymouth Meeting. It manages $1.14 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Pennsylvania, Texas, and Washington.

Urdang Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Urdang Capital Management: assets under management

The assets under management (AUM) of Urdang Capital Management Inc is $1.14 billion. The firm's AUM has grown by 34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $729.13 million in discretionary accounts and $412.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.83 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $137.48 million.

Urdang Capital Management has custody of $821.54 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Urdang Capital Management Inc for their services and products based on a percentage of assets under management, fixed fees, 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 Urdang Capital Management Inc

Vincent Sanfilippo has served as the Chief Investment Officer since 1 Jun 1988. Pennock John Yeatman joined the executive team most recently as the Managing Director And Head Of Private Real Estate.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evan Scott Urdang	President and ceo	1 Oct 1987	50% - 75%	1865047
David Jay Blum	Managing director of investor services	1 Oct 1987	Other	4342919
Vincent Sanfilippo	Chief investment officer	1 Jun 1988	Other	4342922
Eric Todd Briddell	Managing director of capital markets and real estate securities	1 Apr 1993	Other	4342926
Richard Jay Ferst	Chief operating officer	1 Dec 1998	Other	4341930
Mark Benedict Greco	Managing director asset management	1 Dec 2003	Other	4778418
Scott C Coopchick	Managing director of acquisitions	1 Jan 2004	Other	4937582
Scott Charles Coopchick	Managing director of acquisitions	1 Jan 2004	Other	4937582
Frank J Ferro	General counsel	1 Nov 2004	Other	4937585
Frank John Ferro	General counsel	1 Nov 2004	Other	4937585
Frank James Ferro	General counsel	1 Nov 2004	Other	4937585
Richard Jay Ferst	President, chief operating officer	1 Feb 2006	Other	4341930
The Bank Of New York	Owner	1 Mar 2006	75% - 100%	13-5160382
Steven Pisarkiewicz	Executive vice president	1 Mar 2006	Other	2018431
Thomas J. Mastro	Vice president and treasurer	1 Mar 2006	Other	3242279
The Bank Of New York Mellon Corporation	Owner	1 Mar 2006	75% - 100%	13-2614959
David Lawrence Rabin	Managing director of acquisitions	1 Jun 2006	Other	1323666
Scott Frederick Maguire	Director of client service and marketing	1 Apr 2007	Other	1548274
Robert Joseph Law	Chief financial officer and chief compliance officer	1 Jan 2008	Other	5499049
David Jay Blum	Client relations manager and portfolio manager	1 Nov 2008	Other	4342919
Jayme Anne Goldberg	Chief strategy officer	1 Nov 2008	Other	2794793
Jacqueline Valerie Brady	Managing director	1 Oct 2009	Other	2559023
Margaret Strait Blakey	Managing director	1 Oct 2009	Other	2351793
Richard Jay Ferst	Chief executive officer and chief operating officer	1 Mar 2010	Other	4341930
Eric Todd Briddell	President and chief investment officer usm	1 Mar 2010	Other	4342926
Pennock John Yeatman	Managing director and head of private real estate	1 Dec 2012	Other	6176005

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. The Bank Of New York Company	Holding company	1 Feb 2006	75% - 100%	13-2614959

Based in Plymouth Meeting

The principal office where Urdang Capital Management Inc performs its advisory services is located at 630 W Germantown Pike, Plymouth Meeting, PA 19462, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-834-9500 or by fax 610-834-9505. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.urdang.com.