Mentor Capital Management Inc.
● SEC registered since 2020CRD 123176SEC# 801-118368Chicago, IL
Reg. AUM
$226.4M
Employees
4
Accounts
1,248
Location
Chicago, IL
Mentor Capital Management Inc. assets under management
Mentor Capital Management Inc. is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2020. It reports $226.4 million in regulatory assets under management and employs 4 people.
Mentor Capital Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Brenden Carey Control | President | Over 75% | 2023 |
| Daniel Brenden Carey Control | Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Mentor Capital Management Inc. manage?
Mentor Capital Management Inc. reports $226.4 million in regulatory assets under management on its Form ADV.
How many employees does Mentor Capital Management Inc. have?
Mentor Capital Management Inc. reports 4 employees.
Where is Mentor Capital Management Inc. located?
Mentor Capital Management Inc. is based in Chicago, IL and has been SEC-registered since 2020.
Does Mentor Capital Management Inc. disclose fund performance?
Mentor Capital Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 823 W. Superior St., Unit C, Chicago, IL 60642 |
| Phone | 312-526-3838 |
| Fax | 312-488-3662 |
| Office hours | 9 a.m. - 4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$226.4M▲ 16%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$226.4Mregulatory AUM
Discretionary $187.8MNon-discretionary $38.6M