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CAPITAL MANAGEMENT ASSOCIATES INC

Business and Investment Profile

The CAPITAL MANAGEMENT ASSOCIATES INC is a privately held investment adviser that advises $1.88Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPITAL MANAGEMENT ASSOCIATES INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 65.68% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 36.6 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 7900 XERXES AVE. S, STE 500, MINNEAPOLIS, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 17 employees comprised of 17 investment and 0 non-investment staff. The total number of Employees increased by 6.25% over the last 5-years.

Asset Profile

Their $1.88Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 55 other accounts. Assets of High Net Worth Individuals clients own $1.33Bn or 70.97% of Total Assets and Pension and Profit Sharing Plans-Private own $322.09mn or 17.14% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

CAPITAL MANAGEMENT ASSOCIATES INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: CAPITAL MANAGEMENT ASSOCIATES INC

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Keywords: Capital Management Associates
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