Marketocracy Masters Capital Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$237K
Accounts
19
Employees
7
Advisory reps
9

Firm details

Headquarters
Northville, Michigan
CRD number
314667
Registered since
July 9, 2021
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Marketocracy Masters Capital Management LLC is an independent registered investment adviser organized as a corporation and SEC-registered in 2021. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its stated advisory activity focuses on discretionary portfolio management for individuals and small businesses as well as for businesses or institutional clients. The firm does not identify as an active ESG investor and is not listed as a pension consultant. The firm's filings also note an industry affiliation with a law firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 7%, US Government Bonds 1%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%

Owners & executives

2 of 2
  • Eugene Groysman

    Eugene Groysman

    Vice President and Chief Compliance OfficerCRD 4616900

  • Anthony Mitchell

    Anthony Mitchell

    President, CEOCRD 7375606

Contacts

3 of 7
  • Bethany Wieman

    Investment Advisor RepresentativeCRD 7743861

  • Daniel Wieman

    Portfolio ManagerCRD 7405141

  • Matthew Schifrin

    DirectorCRD 7385861

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Northville, MI

Wayne

Location

Northville, MI

Headquartered in Northville, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Wayne
Address
20401 Haggerty Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth