RIA Intel›Advisers›New Jersey›HONEYWELL CAPITAL MANAGEMENT LLC

HONEYWELL CAPITAL MANAGEMENT LLC

Advisory

N·MORRIS PLAINS, NJ

Data as of Mar 20, 2024 · Source: SEC Form ADV

Total AUM

$12.2B

1-Year AUM Growth

+6.1%

3-Year CAGR

-9.4%

Employees

16

Assets Under Management

Total AUM$12.2B

Discretionary AUM$12.2B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees16

Investment Advisers17

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record26

First FilingApr 18, 2002

Latest FilingMar 20, 2024

🔒 Full AUM trend chart and 26 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HONEYWELL CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.