PPrivate Fund Data Log in Join · $37/mo

Mentor Capital Management Inc.

● SEC registered since 2020CRD 123176SEC# 801-118368Chicago, IL
Export (members)
Reg. AUM
$195.2M
Employees
4
Accounts
1,277
Location
Chicago, IL

Mentor Capital Management Inc. assets under management

Mentor Capital Management Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2020. It reports $195.2 million in regulatory assets under management and employs 4 people.
www.mentoradvisers.comView on SEC.gov ↗

Mentor Capital Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel Brenden Carey ControlChief Compliance OfficerOver 75%2015
Daniel Brenden Carey ControlPresidentOver 75%2023

Frequently asked questions

How much does Mentor Capital Management Inc. manage?

Mentor Capital Management Inc. reports $195.2 million in regulatory assets under management on its Form ADV.

How many employees does Mentor Capital Management Inc. have?

Mentor Capital Management Inc. reports 4 employees.

Where is Mentor Capital Management Inc. located?

Mentor Capital Management Inc. is based in Chicago, IL and has been SEC-registered since 2020.

Does Mentor Capital Management Inc. disclose fund performance?

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

Contact & registration

Address823 W. Superior St., Unit C, Chicago, IL 60642
Phone312-526-3838
Fax312-488-3662
Office hours9 a.m. - 4 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$157.1M
Non-discretionary$38.1M
Total (RAUM)$195.2M