|
⚲
|
| M1 Capital Management
✚
|
|
|---|---|
| CRD # | 158269 |
| SEC # | 801-72578 |
| CIK # | 0001976157 |
| AUM | $450.4 M (2026-03-23) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 248-556-4600 |
| Address | 200 E Big Beaver Rd Troy, MI 48083 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.2 | ||
| Facebook Inc | 4.5 | ||
| Nvidia Corp | 2.7 | ||
| Amazon Com Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 94.7 |
| (b) Individuals (high net worth individuals) | 105 | 306.1 |
| (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 | 8 | 5.6 |
| (h) Charitable organizations | 4 | 5.7 |
| (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 | 8 | 38.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,020 | 450.4 |
| By Discretionary | ||
| Discretionary | 1,020 | 450.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,020 | 450.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 450.4 | |
| Total | 1,020 | 450.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001976157] |
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|---|---|---|
|
Retirement Consulting Group Inc
✚
|
OR | 0.5 |
|
Five Oceans Advisors LLC
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|
0.5 | |
|
SBE LLC DBA Cedar Cove Wealth Partners
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MN | 0.5 |
|
Axient Investment Advisors LLC
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AL | 0.5 |
|
Prentiss Smith & Company Inc
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|
VT | 0.5 |
|
Kinetic Investment Management Inc
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|
CA | 0.5 |
|
Nikulski Financial Inc
✚
|
IA | 0.4 |
|
MainStreet RIA LLC
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|
MO | 0.4 |
|
Arcadia Wealth Management LLC
✚
|
NH | 0.4 |
|
Bright Road Wealth Management LLC
✚
|
AK | 0.4 |