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| Marketocracy Masters Inc
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|
|---|---|
| CRD # | 314667 |
| SEC # | 801-121705 |
| CIK # | |
| AUM | $2.4 MM (2024-03-29) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 313-949-8395 |
| Address | 20401 Haggerty Rd Northville, MI 48167-1999 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 2.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 2.4 |
| By Discretionary | ||
| Discretionary | 19 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 19 | 2.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Oak Creek Private Wealth Management LLC
✚
|
OK | 0.0 |
|
Alphaai Capital Management LLC
✚
|
CA | 0.0 |
|
Boulevard Family Wealth Services LLC
✚
|
CA | 0.0 |
|
Marstone LLC
✚
|
RI | 0.0 |
|
LFN Advisors Inc
✚
|
MI | 0.0 |
|
Private Capital Asset Management LLC
✚
|
CT | 0.0 |
|
Bryan Advisory Services LLC
✚
|
PA | 0.0 |
|
Wealthmate Advisor LLC
✚
|
0.0 | |
|
Selective Capital SRL
✚
|
0.0 | |
|
Innovis Asset Management LLC
✚
|
IL | 0.0 |