Mony Realty Capital, Inc. (Littleton)


Mony Realty Capital, Inc. is a large advisory firm based in Littleton. It manages $505.26 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Colorado, Georgia, Illinois, and New York.

Mony Realty Capital provides portfolio management for pooled investment vehicles and 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.

Mony Realty Capital: assets under management

The assets under management (AUM) of Mony Realty Capital, Inc. is $505.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $505.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mony Realty Capital, Inc. 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 Mony Realty Capital, Inc.

Kevin Robert Byrne has been acting as President since 1 Sep 2004. Thomas M Mccahill joined the executive team most recently as the Head Of Investments And Client Relationships.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Thomas M Mccahill President and ceo 1 Oct 2001 Other 4883779
James J Mazzarelli Managing director 1 Oct 2001 Other 4883784
Richard Eytan Katzenstein Managing director 1 Oct 2001 Other 1240331
William J Swackhamer Managing director 1 Oct 2001 Other 4883790
Forrest Rosanova Managing director - chief financial officer 1 Oct 2001 Other 4884019
Mark Witt Senior vice president 1 Oct 2001 Other 4884372
Steven Randall Senior vice president 1 Oct 2001 Other 4884376
David E Cher Chief compliance officer and chief legal officer (title: managing director - general counsel) 1 Feb 2002 Other 4882894
Michael Willard Walton President, director, secretary, treasurer 1 Jan 2004 Other 4872849
Inc. Axa Financial Owner of 100% of stock of adviser 1 Jul 2004 75% - 100% 13-3623351
Kevin Robert Byrne Director 1 Sep 2004 Other 1975617
Richard Dziadzio Director 1 Sep 2004 Other 4362519
Michael Vitale Director 1 Sep 2004 Other 4884026
Frank Gerald Creamer Chairman 1 Sep 2004 Other 4872845
Thomas M Mccahill Head of investments and client relationships 1 Feb 2005 Other 4883779
James J Mazzarelli Senior managing director 1 Feb 2005 Other 4883784
Richard Eytan Katzenstein Senior managing director 1 Feb 2005 Other 1240331
William J Swackhamer Managing director 1 Feb 2005 Other 4883790
Forrest Rosanova Principal 1 Feb 2005 Other 4884019
Mark Witt Regional vice president 1 Feb 2005 Other 4884372
Steven Randall Regional vice president 1 Feb 2005 Other 4884376
Llc Mma Financial Owner of 100% of stock of adviser 1 Feb 2005 75% - 100% 52-2195457
David R. Bolt Chief compliance officer (title: director) 1 Feb 2005 Other 4940428
Gina Masterson Chief legal officer 1 Feb 2005 Other 4940699

Based in Littleton

The principal office where Mony Realty Capital, Inc. performs its advisory services is located at 10475 Park Meadows Drive, Littleton, CO 80124, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-325-1050 or by fax 303-325-1029. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.