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Data / Investment advisers / New Jersey / Honeywell Capital Management LLC

Honeywell Capital Management LLC, Morris Plains, NJ: $12.2 billion AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Honeywell Capital Management LLC is an SEC registered investment adviser with its main office in Morris Plains, New Jersey and reports $12.2 billion in regulatory assets under management in its Form ADV filed March 25, 2025. Its clients include pension and profit sharing plans. It is paid through a percentage of assets under management and other fees.

The request: Watch Honeywell Capital Management LLC (CRD number 109537): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
109537
SEC file number
801-61101
SEC status
Approved, effective April 24, 2002
Main office
115 Tabor Road, Morris Plains, NJ 07950
Phone
(973) 975-8496
Regulatory AUM
$12,192,468,453 in the Form ADV filed March 25, 2025
Discretionary AUM
$12,192,468,453
Accounts
17
Employees
17, of which 16 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, other fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 25, 2025
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pension and profit sharing plansFewer than 5$12.19 billion

Other advisers in New Jersey

AdviserCityAUMPrivate fundsSource
Appaloosa LPShort Hills$20.40 billion2adviserinfo.sec.gov
Modera Wealth Management, LLCWestwood$17.68 billionNot listedadviserinfo.sec.gov
Onepoint BFG Wealth PartnersParsippany$15.13 billionNot listedadviserinfo.sec.gov
Circle Wealth Management, LLCSummit$14.07 billionNot listedadviserinfo.sec.gov
Advisors Capital Management, LLCRidgewood$12.20 billionNot listedadviserinfo.sec.gov
Glacier Peak Capital Management, LLCChatham$9.86 billionNot listedadviserinfo.sec.gov
Simon Quick Advisors, LLCMorristown$9.01 billion5adviserinfo.sec.gov
Skyview Investment Advisors, LLCShrewsbury$8.32 billion8adviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.