Investment adviser · CRD 122405

POSEY CAPITAL

Investment adviser filing (IA)

POSEY CAPITAL MANAGEMENT INC.

HOUSTON, TX, United States · Form ADV filed Jan 15, 2015

Regulatory AUM
$197M
Form ADV · Item 5.F
Client accounts
317
Accounts, not individual clients
Employees
4
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: Jan 15, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2415 SUNSET BOULEVARD
HOUSTON, TX, 77005, United States

CRD 122405

Filing source

Form ADV 865701 · Jan 15, 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.