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Capital Dynamics

1 Bank St. Suite# 301
Stamford, Connecticut 06901
United States
 
Contact :      Dr. Ray Hofshi
Phone :       (203) 348-4015
Fax :             (203) 348-4015
Email :         raycap@conversent.net
Web :           http://

Capital Dynamics Information

Type of organization : Sole Proprietorship
Total Assets Managed ($Mil) : $18
Tax-Exempt Managed ($Mil) : $8
Taxable Assets Managed ($Mil) : $10
Year Founded : 1987
Wrap Programs Offered? : No
# of Accounts Managed : 40
In-House Research : 80 %
Carries liability insurance? : No
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Capital Dynamics History

Dr. Hofshi as an engineer at Bell Laboratories developed one of the first quantitative models of the stock market. The same model has been used since the early 1970's to provide performance which is in the top 10% of all professional investment management.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 2 Analysts : 1
Portfolio Managers : 1 Traders : 0
Client Service : 0 Operation : 0

Capital Dynamics Personnel

Mr.  Ray Hofshi

Client Contact
Tel : (203) 348-4015
Email: raycap@conversent.net

Mr.  Gerald Appelbaum

Client Contact
Tel :
Email: polarisf@conversent.net

Capital Dynamics Product Name

Multi-Cap Value:Privately Managed Accounts
Report Created: January,23 2020.  Copyright Money Manager Review , All rights Reserved.
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