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
8

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 a small, equity-focused registered investment adviser that manages separately managed portfolios for individuals, small businesses and institutional/business clients. The firm charges fees as a percentage of assets under management and emphasizes exchange-traded equities as its primary allocation. Its advisory services are centered on portfolio management rather than pension consulting or ESG-driven mandates—its filings indicate it is not an active ESG investor. The firm lists a law firm among its industry affiliations and offers direct portfolio management services rather than acting as a capital allocator or multi-adviser platform. Marketocracy Masters Capital Management LLC was registered with the SEC in 2021 and is organized as a domestic corporation under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Vice President and Chief Compliance OfficerCRD 4616900

  • ANTHONY MITCHELL

    President, CEOCRD 7375606

Contacts

3 of 6
  • Daniel Wieman

    Portfolio ManagerCRD 7405141

  • MATTHEW SCHIFRIN

    DirectorCRD 7385861

  • JOHN ARCHER

    Financial ProfessionalCRD 2415076

Unlock 3 more contacts

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth