|
⚲
|
| Mentor Capital Management Inc
✚
|
|
|---|---|
| CRD # | 123176 |
| SEC # | 801-118368 |
| CIK # | 0001599117 |
| AUM | $152.3 MM (2023-03-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-526-3838 |
| Address | 823 W Superior St Chicago, IL 60642 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 114.0 |
| (b) Individuals (high net worth individuals) | 5 | 37.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,025 | 152.3 |
| By Discretionary | ||
| Discretionary | 731 | 126.6 |
| Non-Discretionary | 294 | 25.7 |
| Total | 1,025 | 152.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.3 | |
| Total | 1,025 | 152.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 10-K | [0001599117] | |
| 10-Q | [0001599117] | |
| 3 | [0001599117] | |
| 4 | [0001599117] | |
| 8-K | [0001599117] | |
| D | [0001599117] |
| Form 3/4/5 Subject | 2011 - 2023 |
|---|---|
| Billingsley Chester | |
| Mentor Capital, Inc. | |
| Carlile David G. | |
| Stansfield Lori | |
| Shaul Stan | |
| Meyer Robert Bernard | |
| Kornbrekke Earl | |
| Blazeck James |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kenneth Frenke & Co Inc
✚
|
NC | 0.2 |
|
Vanguard Capital Wealth Advisors LLC
✚
|
CO | 0.2 |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
RD Lewis Holdings Inc
✚
|
FL | 0.2 |
|
Secure Planning LLC
✚
|
NH | 0.2 |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Ledgewood Wealth Advisors LLC
✚
|
NH | 0.2 |
|
Sterling Manor Financial LLC
✚
|
NY | 0.2 |
|
Prairiewood Capital LLC
✚
|
ND | 0.2 |