PROFITSCORE CAPITAL MANAGEMENT, INC.
Adviser information for PROFITSCORE CAPITAL MANAGEMENT, INC. last updated from Form ADV on January 2nd, 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 | Idaho, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 13 | $70.2M |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $70.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 10 | $1.2M |
| 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 | <5 | $69.0M |
| 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 clientsINDEX LICENSING |
|---|---|
| Compensation | % of AUMLICENSING FEES FOR INDEX USAGE |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-70342 |
|---|---|
| SEC ERA File Number | 801-70342 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 119210 |
| Legal Entity Identifier | 2549008MM0X1ADU4TP11 |
Principal Office
1028 S BRIDGEWAY PLSUITE 120
EAGLE
ID
United States
Monday - Friday, 9:00 A.M - 5:00 P.M.
Tel: 208-472-8849, Fax: 208-214-7102
Chief Compliance Officer
MICHAEL MANN
1028 S BRIDGEWAY PL
SUITE 120
EAGLE
ID
United States
Tel:
208-489-5262
Fax:
208-214-7102
M********@**************M
(Full email address available in API data)
Regulatory Contact
DAVID MCCLEAN
COMPLIANCE CONSULTANT
150 MOTOR PARKWAY, 4TH FLOOR
HAUPPAUGE
NY
United States
Tel:
516-680-6630
D**@****************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 |
|---|---|---|---|---|---|
| MCCLURE, JOHN, M. | Individual | – | PRESIDENT/OWNER | 09/1998 | > 75% |
| Mann, Michael, M | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2017 | < 5% |