Feedback
Share
Link
Link copied!
Fund Codex
Guardsman Private Capital Management, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Guardsman Private Capital Management, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Sarasota, Florida
$142.2 million AUM
1 office

Guardsman Private Capital Management, Inc. is based in Sarasota, Florida and has $142.2 million in assets under management.

Location
1221 S. Tamiami Trail
Sarasota, FL 34239
$142.2 million
AUM
1
Employees
AUM Share
Link
Link copied!
Back to Top
$142,234,806
Assets under management
24 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals Fewer than 5 clients $485,152
High net worth individuals 12 $88,331,612 62% $7,360,968
Charitable organizations Fewer than 5 clients $8,972,453
Other corporations or businesses 7 $44,445,589 31% $6,349,370
Employees Share
Link
Link copied!
Back to Top
1
Employees
1
Investment analysts
100% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$142,234,806
Assets under management
$142,234,806
AUM per employee
$142,234,806
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Guardsman Private Capital Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Guardsman Private Capital Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
Link
Link copied!
CRD number 172,205
SEC number 801-106675
Legal structure Corporation
Legal governance Florida, United States
Latest ADV filing date March 25, 2020

Other Funds

See all...
Meridiana
Fund: $149,267,861
Reciprocal Capital
Fund: $72,633,031
Hamilton Robinson LLC
Fund: Under $1 billion
Investment Advisory
Fund: Under $1 billion
CWS Financial Advisors LLC
Fund: $853,452,863
Illumen Capital Management, LLC
Fund: Under $1 billion
Linx Partners, LLC
Fund: $216,588,666
Credentia Group, LLC
Fund: Under $1 billion

Other Funds

See all...
Rsip Management, LLC
Fund: Under $1 billion
Index Fund Advisors, Inc.
Fund: $4,042,586,640
Sla Advisers Corp.
Fund: $3,803,030,726
Mace Capital Management, LLC
Fund: $50,714,027
Midocean US Advisor, L.P.
Fund: $2,185,139,000

All of Fund Codex

See all...

Similar Funds to Guardsman Private Capital Management, Inc.

See all...