CAPITAL RESOURCE MANAGEMENT,INC.
CAPITAL RESOURCE MANAGEMENT INC Legal Name
Adviser information for CAPITAL RESOURCE MANAGEMENT,INC. last updated from Form ADV on March 19th, 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 | Illinois, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 1 |
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 | 0 | $0 |
Non-Discretionary | 137 | $532.9M |
Total | 137 | $532.9M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 10 | $4.8M |
HNW Individuals | 25 | $484.3M |
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 | <5 | $3.1M |
Charitable organizations | <5 | $40.7M |
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 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-38549 |
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SEC ERA File Number | 801-38549 |
SEC CIK Numbers | None |
SEC CRD Numbers | 106768 |
Legal Entity Identifier | None |
Principal Office
770 LAKE COOK RDSUITE 370
DEERFIELD
IL
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 847-948-1700, Fax: 847-948-1705
Websites
Chief Compliance Officer
SHERWIN DAVID KOREY
PRESIDENT
770 LAKE COOK ROAD SUITE #370
DEERFIELD
IL
United States
Tel:
847-948-1700
Fax:
847-948-1705
S**@************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 |
---|---|---|---|---|---|
KOREY, SHERWIN, DAVID | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 02/1991 | > 75% |