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Condor Capital Management

CIK:0001082491
Investment Adviser
$2B AUM
187 holdings
Martinsville, NJ, United States
Founded:1988
27 employees
Latest filing:Jun 30, 2025

Condor Capital Management is an employee-owned, SEC-registered investment advisor headquartered in Martinsville, New Jersey. Founded in 1988, the firm employs approximately 27 people and is dedicated to a fee-only, fiduciary model. Condor Capital serves individuals—including both high net worth and other individuals—as well as charitable organizations and pension plans. The firm emphasizes transparency, annual audits, and a comprehensive wealth management experience integrating investment management, financial planning, and relationship management services.

Investment Strategy

Condor Capital Management provides investment management on a fee-only basis, ensuring no conflicts of interest from commissions or trading activity. Its strategies are tailored to individual client goals and combine investment management with comprehensive financial planning and ongoing advisory. The firm adheres to the CFA Institute Asset Manager Code of Professional Conduct and the Global Investment Performance Standards (GIPS), with a commitment to ethical practices, client-centric advice, and annual custody audits. Investment management is integrated with unlimited planning to streamline clients' complex financial affairs.

Latest 13F Filing Activity

Condor Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $1B. The fund increased holdings in Vanguard Index FDS, New York Life Invts Active E, Vanguard Index FDS among other positions. Condor Capital Management reduced exposure to Vaneck Etf Trust, Apple Inc., Danaher Corporation among others.

Top Buys
V
VOOVANGUARD INDEX FDS
+$12.9M
M
MMITNEW YORK LIFE INVTS ACTIVE E
+$11.0M
V
VUGVANGUARD INDEX FDS
+$9.3M
M
MSFTMICROSOFT CORP
+$5.9M
I
IWFISHARES TR
+$4.6M
Top Sells
I
ITMVANECK ETF TRUST
-$10.8M
A
AAPLAPPLE INC
-$2.5M
D
DHRDANAHER CORPORATION
-$2.4M
A
AVYAVERY DENNISON CORP
-$2.3M
C
CGBDCARLYLE SECURED LENDING INC
-$2.1M

Top Holdings

V
VOOVANGUARD INDEX FDS
+11.2%$128.7M
V
VUGVANGUARD INDEX FDS
+5.4%$62.1M
V
VTVVANGUARD INDEX FDS
+5.3%$61.6M
I
IEFAISHARES TR
+3.0%$35.0M
V
VONVVANGUARD SCOTTSDALE FDS
+2.8%$32.3M

Equity Positions (184)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD INDEX FDS11.16%$128.7M226,587$327.50$568.03+$12.9M
VANGUARD INDEX FDS5.39%$62.1M141,644$123.10$438.40+$9.3M
VANGUARD INDEX FDS5.34%$61.6M348,650$98.59$176.74+$1.7M
ISHARES TR3.04%$35.0M419,621$65.89$83.48+$3.3M
VANGUARD SCOTTSDALE FDS2.80%$32.3M379,075$45.64$85.21+$1.1M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.2%
SERVICES-PREPACKAGED SOFTWARE
+2.9%
ELECTRONIC COMPUTERS
+2.8%
REAL ESTATE INVESTMENT TRUSTS
+1.9%
SERVICES-BUSINESS SERVICES, NEC
+1.8%

Investment Team (2)

NameRoleLocationLinkedIn
Brian Sawyer
Brian Sawyer
AnalystSouth Brunswick Township, NJ , United States
David Goldstone
David Goldstone
Manager of Investment ResearchBridgewater, NJ , United States