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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Midatlantic Capital Management Inc
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|---|---|
| CRD # | 116524 |
| SEC # | 801-64887 |
| CIK # | 0002042068 |
| AUM | $448.1 M (2025-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 804-272-9200 |
| Address | 11448 Robious Road Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 18.6 |
| (b) Individuals (high net worth individuals) | 75 | 187.3 |
| (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 | 20 | 193.4 |
| (h) Charitable organizations | 1 | 44.3 |
| (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 | 2 | 4.1 |
| (n) Other | 2 | 0.4 |
| Total | 302 | 448.1 |
| By Discretionary | ||
| Discretionary | 282 | 254.8 |
| Non-Discretionary | 20 | 193.4 |
| Total | 302 | 448.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 447.0 | |
| Total | 302 | 448.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002042068] |
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