MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- NORTHVILLE, Michigan
- CRD number
- 314667
- Registered since
- July 9, 2021
- Website
- marketocracymasters.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
2 of 2EUGENE GROYSMAN
Vice President and Chief Compliance OfficerCRD 4616900
ANTHONY MITCHELL
President, CEOCRD 7375606
Contacts
3 of 6Daniel Wieman
Portfolio ManagerCRD 7405141
MATTHEW SCHIFRIN
DirectorCRD 7385861
JOHN ARCHER
Financial ProfessionalCRD 2415076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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