Buckley Muething Capital Management Co (Bethlehem)

Buckley Muething Capital Management Co is an adviser based in Bethlehem. It manages $81.51 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Buckley Muething Capital Management provides portfolio management for individuals and small businesses 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.

Buckley Muething Capital Management: assets under management

The assets under management (AUM) of Buckley Muething Capital Management Co is $81.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $81.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.54 million each.

Investments

The firm invests in exchange traded securities the most. They account for 41% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 24% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 23% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buckley Muething Capital Management Co 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.

What kind of clients Buckley Muething Capital Management serves?

The only and largest group of clients of Buckley Muething Capital Management is high net worth individuals with 17 clients and $73.44 million of assets under management. Among the 3 most similar advisory firms, Buckley Muething Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $73.44 million for 17 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Buckley Muething Capital Management doesn't advise any private funds.

Careers at Buckley Muething Capital Management Co

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Buckley Muething Capital Management Co	General partner	1 Mar 1987	75% - 100%	23-2452342
Kenneth Gerard Langone	Limited partner	1 Mar 1987	25% - 50%	302133
David Lawrence Muething	Chief compliance officer	1 Oct 2004	75% - 100%	4344926
Walter White Buckley	Limited partner	1 Dec 2013	Other	4344930

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Lawrence Muething	Shareholder	1 Mar 1987	75% - 100%	4344926
Walter White Buckley	Shareholder	1 Mar 1987	50% - 75%	4344930

Based in Bethlehem

The principal office where Buckley Muething Capital Management Co performs its advisory services is located at One Bethlehem Plaza, Bethlehem, PA 18018, 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 610-694-9500 or by fax 610-954-9761. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.