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 a small, institutionally focused adviser that concentrates on portfolio management for investment companies. Registered with the SEC since 1995, the firm runs managed pooled vehicles rather than a large roster of individual retail accounts. Its client base is institutional, its compensation is charged as a percentage of assets under management, and it does not position itself as a capital allocator or pension consultant. The firm is not an active ESG investor and operates under a single-state footprint. Industry affiliations include relationships with broker-dealers and other investment advisers, suggesting Midas Management Corporation works within the intermediary network common to managers of pooled funds. The combination of an institutional client base and a fund-centered mandate indicates the firm’s allocation approach is likely driven by fund-level strategy and governance rather than a large number of separately managed accounts.

Assets & Accounts

Location & Offices

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

2 of 2
  • RUSSELL KAMERMAN

    General Counsel & Chief Compliance OfficerCRD 6432984

  • THOMAS WINMILL

    President, Chief Executive OfficerCRD 1849082

Contacts

3 of 3
  • MARK WINMILL

    PrincipalCRD 1181703

  • THOMAS OMALLEY

    Investment AdviserCRD 1144851

  • 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