MCALLISTER CAPITAL MANAGEMENT
MCALLISTER CAPITAL MANAGEMENT CORPORATION Legal Name
Adviser information for MCALLISTER CAPITAL MANAGEMENT last updated from Form ADV on January 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Mississippi, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 178 | $216.3M |
| Non-Discretionary | 0 | $0 |
| Total | 178 | $216.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 96 | $64.2M |
| HNW Individuals | 82 | $152.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-114794 |
|---|---|
| SEC ERA File Number | 801-114794 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 115613 |
| Legal Entity Identifier | None |
Principal Office
1907 DUNBARTON DRIVESUITE E
JACKSON
MS
United States
Monday - Friday, 8AM TO 5PM
Tel: 601-362-1000, Fax: 601-362-1052
Websites
Chief Compliance Officer
LYLE MCALLISTER
PRESIDENT
1907 DUNBARTON DRIVE STE E
JACKSON
MS
United States
Tel:
6013621000
Fax:
6013621052
L***@********************M
(Full email address available in API data)
Regulatory Contact
LYLE L. MCALLISTER, JR.
PRESIDENT
1907 DUNBARTON DRIVE, SUITE E
JACKSON
MS
United States
Tel:
601.362.1000
Fax:
601.362.1052
L***@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCALLISTER, LYLE, LESTER | Individual | – | CHIEF COMPLIANCE OFFICER/PRESIDENT | 01/1995 | > 75% |