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Advocate Capital Management Logo
Advocate Capital Management CB Rank
1784258
Heat Score
38
Advocate Capital Management is a financial firm that offers risk management, consulting, wealth management, and investment solutions.
Founded
obfuscation
Private New York, New York, United States1-10 advocatecapmgt.com/
Consulting
Financial Services
Risk Management
Wealth Management
Overview

Advocate Capital Management
Heat Score
38

Growth Score
pts
in past quarter
Heat Score 38
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Advocate Capital Management

CB Rank
1784258
Advocate Capital Management is a financial firm that offers risk management, consulting, wealth management, and investment solutions.
Founded
obfuscation
Private New York, New York, United States1-10 advocatecapmgt.com/
Consulting
Financial Services
Risk Management
Wealth Management

Key People

  • Photo of Scott Peng
    Scott Peng: Founder and CEO
    Past Role: Secor Asset Management, Head of Portfolio Solutions

Details

Legal Name Advocate Capital Management, LLC
Operating Status Active
Company Type For Profit
Founders  Scott Peng
Phone Number +1 212-705-8516
Contact Email inquiries@advocatecapmgt.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Macro Risk Hedging (MRH)
A portfolio risk mitigation strategy designed to protect against market stress events with lower long-term costs than alternatives.
Rising Rate Hedging (RRH)
A risk mitigation strategy focused on protecting portfolios from the impact of rising interest rates with controlled long-term costs.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

IT Spend

$84KThis year, Advocate Capital Management is projected to spend $84K on IT, according to Aberdeen.

Active Website Tech Count

35Advocate Capital Management is actively using 35 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Advocate Capital Management's headquarters? Advocate Capital Management is located in New York, New York, United States.Who are Advocate Capital Management's competitors? Alternatives and possible competitors to Advocate Capital Management may include Ryan, Mesirow, and  Aon.
Who We Are
What We Do
Helpful Links
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