BLACK CAPITAL MANAGEMENT, LLC
Adviser information for BLACK CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 26th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| 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 | 4 | $12.5M |
| Non-Discretionary | 43 | $113.7M |
| Total | 47 | $126.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $8.7M |
| HNW Individuals | 33 | $117.5M |
| 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 | 801-121478 |
|---|---|
| SEC ERA File Number | 801-121478 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105622 |
| Legal Entity Identifier | None |
Principal Office
11400 S. ALLEY JACKSON RDGRAIN VALLEY
MO
United States
Monday - Friday, 8:30AM TO 4:30PM
Tel: 816-525-9300, Fax: 816-697-4011
Websites
Chief Compliance Officer
TAYLOR M. BLACK
PORTFOLIO MANAGER
11400 S. ALLEY JACKSON RD
GRAIN VALLEY
MO
United States
Tel:
816 525-9300
Fax:
816 697-4011
T*****@*************************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 |
|---|---|---|---|---|---|
| BLACK, TERRY, PAUL | Individual | – | MEMBER | 10/1987 | > 75% |
| BLACK, TAYLOR, MATTHEW | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2020 | < 5% |