McGlinn Capital Management Inc

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Assets, Funds, Holdings

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McGlinn Capital Management Inc
CRD #105920
SEC #801-47250
CIK #0000063995
AUM
Employees
Phone610-374-5125
Address850 North Wyomissing Blvd
Wyomissing, PA 19610-0158
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02001200920172025
CIK Period
0000063995
Sector Form 13F Holdings Value ($M)
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Type Form D Funds Date Sold ($M) AUM ($M)
HF Berks Fixed Income Fund [2012-03-30] 0.8 3.0
HF Berkshire Partners [2012-03-30] 3.8 20.7
HF Colonial Investment Group [2012-03-30] 0.1 2.6
HF Oaks Investment GOUP [2012-03-30] 2.3 9.5
HF Pagoda Income Partners 2012-03-30 15.8
HF van Reed Growth Fund [2012-03-30] 0.5 2.6
AUM Breakdown Accounts AUM ($B)
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 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 126 2.5
By Discretionary
Discretionary 126 2.5
Non-Discretionary 0 0.0
Total 126 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 126 2.5
Form D Directors Role # Filings # Firms 2011 - 2026
Michael McGlinn 10 2
Joseph Yetter 7 2
Timothy Timura 7 2
Joseph Scalise 6 2
McGlinn Management 2 2
Joesph Scalise 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0000063995]
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