Overview

Assets Under Management: $131 million
High-Net-Worth Clients: 33
Average Client Assets: $4 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.05
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 46
Discretionary Accounts: 5
Non-Discretionary Accounts: 41

Regulatory Filings

CRD Number: 105622
Last Filing Date: 2025-02-27 00:00:00
Website: https://blackcapitalmanagement.com