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 605.0 M (2026-03-27)
Employees 2 (50% Investors, 0% Brokers)
Phone303-579-9595
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
70056042028014001999200820172027
CIK Period
0000050672
Sector Form 13F Holdings Value ($B)
Apple Inc 0.3
Abbott Laboratories 0.3
Honeywell International Inc 0.3
Wells Fargo & Co/MN 0.3
Alphabet Inc 0.3
Intercontinentalexchange Group Inc 0.2
Oracle Corp 0.2
Intel Corp 0.2
American Express Co 0.2
Whirlpool Corp /DE/ 0.2
Citigroup Inc 0.2
Laboratory Corp of America Holdings 0.2
Omnicom Group Inc 0.2
Total Sa 0.2
Molson Coors Brewing Co 0.2
Comcast Corp 0.2
Fox Corp 0.2
PPG Industries Inc 0.2
M&T Bank Corp 0.2
Lowes Companies Inc 0.2
Charter Communications Inc /MO/ 0.2
Visa Inc 0.2
McKesson Corp 0.1
Cognizant Technology Solutions Corp 0.1
Sensata Technologies Holding NV 0.1
Affiliated Managers Group Inc 0.1
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
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 10 605.0
(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 10 605.0
By Discretionary
Discretionary 2 38.0
Non-Discretionary 8 567.0
Total 10 605.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 605.0
Total 10 605.0
EDGAR Form CIK 2011 - 2026
13F-HR [0000050672]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional
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HIG WhiteHorse Advisers LLC
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Agriglobe Land Advisors LLC
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5C Lending Partners Advisor LLC
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Brookstone Asset Management LLC
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Section Partners Management LLC
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Jade Mountain Partners LLC
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ARX Management LLC
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