Investment adviser · CRD 105694

PORTFOLIO CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Jul 28, 2015

Regulatory AUM
$207M
Form ADV · Item 5.F
Client accounts
261
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 28, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

5950 FAIRVIEW RD, STE 610
CHARLOTTE, NC, 28210, United States

CRD 105694

Filing source

Form ADV 936383 · Jul 28, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.