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Guardsman Private Capital Management, Inc.

● SEC registered since 2015CRD 172205SEC# 801-106675Sarasota, FL
Export (members)
Reg. AUM
$161.6M
Employees
2
Accounts
99
Location
Sarasota, FL

Guardsman Private Capital Management, Inc. assets under management

Guardsman Private Capital Management, Inc. is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2015. It reports $161.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/jeffrey-mccurdy-1941962View on SEC.gov ↗

Guardsman Private Capital Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey R McCurdy ControlPresident; Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Guardsman Private Capital Management, Inc. manage?

Guardsman Private Capital Management, Inc. reports $161.6 million in regulatory assets under management on its Form ADV.

How many employees does Guardsman Private Capital Management, Inc. have?

Guardsman Private Capital Management, Inc. reports 2 employees.

Where is Guardsman Private Capital Management, Inc. located?

Guardsman Private Capital Management, Inc. is based in Sarasota, FL and has been SEC-registered since 2015.

Does Guardsman Private Capital Management, Inc. disclose fund performance?

Guardsman Private Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1221 S. Tamiami Trail, Sarasota, FL 34239
Phone941-349-9200
Fax941-866-7569
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150.5M
Non-discretionary$11.1M
Total (RAUM)$161.6M