Coda Capital Management LLC is a large advisory firm based in Conshohocken. It manages $139.72 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.
Coda Capital Management provides portfolio management for investment companies and 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.
The assets under management (AUM) of Coda Capital Management LLC is $139.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 299% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coda 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.
Jeremiah P. O'grady has been acting as President since 1 Jul 1998. Gartmore Global Asset Management Trust joined the executive team most recently as the Shareholder.
The principal office where Coda Capital Management LLC performs its advisory services is located at 1200 River Road, Conshohocken, PA 19428, 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 484-530-1300 or by fax 484-530-1658. The normal business hours are 8am to 5pm on Monday - Friday.