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Institutional Capital Management Inc
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CRD # | 108986 |
SEC # | 801-57036 |
CIK # | 0000050672 |
AUM | $497.0 MM (2024-03-19) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 303-579-9595 |
Address | 4131 Lake Grove Road Petoskey, MI 49770 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
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
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|
NY | 0.5 |
Positive Selection Investment Management LLC
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|
CT | 0.5 |
Decade Renewable Partners LP
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|
TX | 0.5 |
SWS Capital Management LLC
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|
NY | 0.5 |
Voya Investment Management UK Limited
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|
0.5 | |
Roc360 Advisors LLC
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|
NY | 0.5 |
OHA Private Credit Advisors II LP
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|
NY | 0.5 |
Acadian Asset Management Singapore PTE Ltd
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|
0.5 | |
Arrow Capital PTY Ltd
✚
|
0.5 | |
CSL III Advisor LLC
✚
|
NY | 0.5 |