Midas Management Corporation

RIASEC RegisteredEst. 1995
Total AUM
$93.2M
Discretionary
$93.2M
100% of AUM
Avg account
$31.1M
Accounts
3
Employees
10
Advisory reps
5

Firm details

Headquarters
Walpole, New Hampshire
CRD number
108237
Registered since
May 9, 1995
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Midas Management Corporation is an SEC-registered institutional registered investment adviser that has been active since 1995. The firm is structured as a corporation with ownership listed as a combination of a domestic entity and an individual. Its stated advisory focus is portfolio management for investment companies, and it charges clients on a percentage-of-AUM basis. Client relationships are institutional rather than retail. Regulatory and operational attributes point to a narrow, specialized operation: Midas is not a capital allocator, it does not identify as an active ESG investor, it is not registered as a multi-state adviser, and it does not act as a pension consultant or related adviser. Industry affiliations include both broker-dealer activity and acting as another type of investment adviser, which suggests the firm operates within a set of intermediary and advisory roles rather than serving a broad retail channel.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Russell Kamerman

    Russell Kamerman

    General Counsel & Chief Compliance OfficerCRD 6432984

  • Thomas Winmill

    Thomas Winmill

    President, Chief Executive OfficerCRD 1849082

  • Thomas Omalley

    Chief Financial OfficerCRD 1144851

Contacts

2 of 2
  • Mark Winmill

    PrincipalCRD 1181703

  • Donald Klimoski

    Financial AdvisorCRD 6854924

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Walpole, NH

Cheshire

Location

Walpole, NH

Headquartered in Walpole, NH, in the Northeast of the United States.

Region
Northeast
County
Cheshire
Address
17 Old Drewsville Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth