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HONEOYE FALLS CAPITAL LLC
CRD 333306 · SEC 801-131990
21 NORTON STREET, HONEOYE FALLS, NY, 14472, United States
Phone
(585) 770-7171
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$67.0M
Discretionary AUM
$67.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $62.0M |
| High net worth individuals | 9 | $4.0M |
| Corporations/business entities | 3 | $1.0M |
States served
NY
Official SEC filing: View on IAPD