Honeywell Capital Management Llc
- Regulatory AUM
- $12.2B
- Discretionary
- $12.2B
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 17
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2025
Asset allocation (SMA assets by investment type)
as of Mar 25, 2025Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | $12.2B | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Covert, Kevin, Michael | Chief Compliance Officer | Jun 2003 (23y) | Less than 5% | |
| Lewis, Gregory, Peter | Director, Chairman | Aug 2018 (8y) | Less than 5% | |
| Mattimore, Karen, Lynn | Director | Mar 2021 (5y) | Less than 5% | |
| Dealto, Dominick, Joseph | Ceo/Director | Jun 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Honeywell International Inc | Owner | Nov 1997 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2025 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • AT COST BASED ON DIRECT EXPENSES FOR INTERNAL MANAGEMENT
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $12.2B (100% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2025.
View current Form ADV (SEC/IAPD) ↗