MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
MARKETOCRACY MASTERS INC. Legal Name
Adviser information for MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC last updated from Form ADV on March 29th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 19 | $2.4M |
| Non-Discretionary | 0 | $0 |
| Total | 19 | $2.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 14 | $2.4M |
| HNW Individuals | 0 | $0 |
| 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 businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-121705 |
|---|---|
| SEC ERA File Number | 801-121705 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314667 |
| Legal Entity Identifier | None |
Principal Office
20401 HAGGERTY RD.STE A 131
NORTHVILLE
MI
United States
BY APPOINTMENT ONLY, N/A
Tel: 313-949-8395, Fax: NA
Websites
Chief Compliance Officer
EUGENE GROYSMAN
VICE PRESIDENT
4500 N MARLBOROUGH DRIVE
SHOREWOOD
WI
United States
Tel:
202-210-4256
E*************@**********************M
(Full email address available in API data)
Regulatory Contact
ANTHONY MITCHELL
DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER
20401 HAGGERTY RD.
STE A 131
NORTHVILLE
MI
United States
Tel:
313-949-8395
T***********@**********************M
(Full email address available in API data)
Industry Affiliates
| NA | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MITCHELL, ANTHONY, PHILIP-JUDE | Individual | – | DIRECTOR, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER | 05/2021 | 10-25% |
| BROWNWORTH, GLEN, STEVEN | Individual | – | DIRECTOR, CHIEF TECHNOLOGY OFFICER | 05/2021 | 25-50% |
| ARCHER, JOHN, STAREK | Individual | – | DIRECTOR, TREASURER, CHIEF FINANCIAL OFFICER | 05/2021 | < 5% |
| GROYSMAN, EUGENE, ALLEN | Individual | – | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 05/2021 | < 5% |
| HARDEN, KYLE, KAYNE | Individual | – | DIRECTOR | 05/2021 | < 5% |
| QUIMBY, TERI, LYNN | Individual | – | DIRECTOR | 05/2021 | < 5% |
| SCHIFRIN, MATTHEW, ADAM | Individual | – | DIRECTOR | 05/2021 | < 5% |
| HALL OF FAME CORP DBA PING SOFTWARE USA | Domestic Entity | – | OWNER | 05/2021 | 10-25% |
| MITCHELL, ANTHONY, PHILIP-JUDE | Individual | HALL OF FAME CORP DBA PING SOFTWARE USA | OWNER | 02/2005 | > 75% |