Institutional Capital Management Inc

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Assets, Funds, Holdings

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Institutional Capital Management Inc
CRD #108986
SEC #801-57036
CIK #0000050672
AUM $497.0 MM (2024-03-19)
Employees 2 (50% Investors, 0% Brokers)
Phone303-579-9595
Address4131 Lake Grove Road
Petoskey, MI 49770
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
60048036024012002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 12 497.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 12 497.0
By Discretionary
Discretionary 3 39.0
Non-Discretionary 9 458.0
Total 12 497.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 497.0
Total 12 497.0
EDGAR Form CIK 2011 - 2024
13F-HR [0000050672]
Comparable Firms State AUM ($BB)
Centre Asset Management LLC
NY 0.5
Positive Selection Investment Management LLC
CT 0.5
Decade Renewable Partners LP
TX 0.5
SWS Capital Management LLC
NY 0.5
Voya Investment Management UK Limited
0.5
Roc360 Advisors LLC
NY 0.5
OHA Private Credit Advisors II LP
NY 0.5
Acadian Asset Management Singapore PTE Ltd
0.5
Arrow Capital PTY Ltd
0.5
CSL III Advisor LLC
NY 0.5
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