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Thoma Capital Management LLC

● SEC registered since 2017CRD 120139SEC# 801-111054Towson, MD
Export (members)
Reg. AUM
$310.1M
Employees
10
Accounts
1,030
Location
Towson, MD

Thoma Capital Management LLC assets under management

Thoma Capital Management LLC is a registered investment adviser overseen by the SEC based in Towson, MD. The firm has been registered since 2017. It reports $310.1 million in regulatory assets under management and employs 10 people.

Thoma Capital Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Craig Louis Pohl ControlSenior Financial Advisor/Member5-10%2017
Katie Barnaba Smith ControlDirector Of Client Services/Member5-10%2017
Thomas Joseph Taylor ControlFounder/Managing Member/Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Thoma Capital Management LLC manage?

Thoma Capital Management LLC reports $310.1 million in regulatory assets under management on its Form ADV.

How many employees does Thoma Capital Management LLC have?

Thoma Capital Management LLC reports 10 employees.

Where is Thoma Capital Management LLC located?

Thoma Capital Management LLC is based in Towson, MD and has been SEC-registered since 2017.

Does Thoma Capital Management LLC disclose fund performance?

Thoma Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address401 Jefferson Avenue, Towson, MD 21286
Phone410-823-5442
Fax443-327-5999
Office hours8:30a.m. - 4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$310.1M▲ 18%
Mar '25 — $263.7MApr '25 — $263.7MMay '25 — $263.7MJun '25 — $263.7MJul '25 — $263.7MAug '25 — $263.7MSep '25 — $263.7MOct '25 — $263.7MNov '25 — $263.7MDec '25 — $263.7MJan '26 — $263.7MFeb '26 — $263.7MMar '26 — $310.1MApr '26 — $310.1MMay '26 — $310.1MJun '26 — $310.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$310.1Mregulatory AUM
Discretionary $294.7MNon-discretionary $15.4M