|
⚲
|
| Victoria Capital Management Inc
✚
|
|
|---|---|
| CRD # | 107665 |
| SEC # | 801-112588 |
| CIK # | |
| AUM | $207.6 MM (2023-02-23) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 843-342-3044 |
| Address | 109 East Bay Street Charleston, SC 29401 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 7.5 |
| (b) Individuals (high net worth individuals) | 31 | 37.0 |
| (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 | 7 | 11.4 |
| (h) Charitable organizations | 2 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 8 | 146.2 |
| (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 | 160 | 207.6 |
| By Discretionary | ||
| Discretionary | 135 | 58.6 |
| Non-Discretionary | 25 | 149.0 |
| Total | 160 | 207.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.6 | |
| Total | 160 | 207.6 |
| Limited Partners | 2011 - 2024 |
|---|---|
| Maryland State Retirement and Pension System |
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|---|---|---|
|
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|
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|
Leconte Wealth Management LLC
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|
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|
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|
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|
Shaker Financial Services LLC
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|
Alden Investment Advisors LLC
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PA | 0.2 |
|
Lee Johnson Capital Management LLC
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|
NorthStar Financial Planners Inc
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|
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