|
⚲
|
| Capital Resource Management Inc
✚
| |
|---|---|
| CRD # | 106768 |
| SEC # | 801-38549 |
| CIK # | |
| AUM | $532.9 MM (2024-07-18) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 847-948-1700 |
| Address | 770 Lake Cook Rd Deerfield, IL 60015-4920 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.8 |
| (b) Individuals (high net worth individuals) | 25 | 484.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.1 |
| (h) Charitable organizations | 4 | 40.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 137 | 532.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 137 | 532.9 |
| Total | 137 | 532.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.9 | |
| Total | 137 | 532.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Stablepoint Partners LLC
✚
|
MA | 0.5 |
|
BKM Wealth Management LLC
✚
|
WI | 0.5 |
|
Keystone Wealth Services LLC
✚
|
CA | 0.5 |
|
The Watchman Group Inc
✚
|
TX | 0.5 |
|
Zenith AM
✚
|
0.5 | |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Little House Capital LLC
✚
|
MA | 0.5 |
|
Custos Family Office LLC
✚
|
TX | 0.5 |
|
Traveka Wealth LLC
✚
|
CA | 0.5 |
|
The Patten Group Inc
✚
|
TN | 0.5 |