PORTFOLIO CAPITAL MANAGEMENT INC
CRD #105694 SEC #801-16379 CHARLOTTE, NC 704-552-0073
SEC Registered
Total AUM
$396.9M
Discretionary
$145.3M
Employees
5
Clients
0
Accounts
332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2015 | $206.7M | $130.4M | $76.3M | 2 | 261 |
| Mar 2015 | $206.7M | $130.4M | $76.3M | 2 | 261 |
| Mar 2014 | $215.5M | $129.3M | $86.2M | 2 | 140 |
| Mar 2013 | $396.9M | $145.3M | $251.6M | 5 | 300 |
| Mar 2012 | $478.8M | $188.9M | $290M | 1 | 275 |
| Jan 2012 | $538.4M | $151.4M | $387M | 1 | 275 |
| Mar 2010 | $464.6M | $126.6M | $338M | 5 | -- |
| Mar 2009 | $457.4M | $107.4M | $350M | 5 | -- |
| Mar 2007 | $458.5M | $83.5M | $375M | 5 | -- |
| Mar 2006 | $478.9M | $103.9M | $375M | 5 | -- |
| Sep 2005 | $428.2M | $103.2M | $325M | 5 | -- |
DateJul 2015
Total AUM$206.7M
Discretionary$130.4M
Non-Disc.$76.3M
Employees2
Clients261
DateMar 2015
Total AUM$206.7M
Discretionary$130.4M
Non-Disc.$76.3M
Employees2
Clients261
DateMar 2014
Total AUM$215.5M
Discretionary$129.3M
Non-Disc.$86.2M
Employees2
Clients140
DateMar 2013
Total AUM$396.9M
Discretionary$145.3M
Non-Disc.$251.6M
Employees5
Clients300
DateMar 2012
Total AUM$478.8M
Discretionary$188.9M
Non-Disc.$290M
Employees1
Clients275
DateJan 2012
Total AUM$538.4M
Discretionary$151.4M
Non-Disc.$387M
Employees1
Clients275
DateMar 2010
Total AUM$464.6M
Discretionary$126.6M
Non-Disc.$338M
Employees5
Clients--
DateMar 2009
Total AUM$457.4M
Discretionary$107.4M
Non-Disc.$350M
Employees5
Clients--
DateMar 2007
Total AUM$458.5M
Discretionary$83.5M
Non-Disc.$375M
Employees5
Clients--
DateMar 2006
Total AUM$478.9M
Discretionary$103.9M
Non-Disc.$375M
Employees5
Clients--
DateSep 2005
Total AUM$428.2M
Discretionary$103.2M
Non-Disc.$325M
Employees5
Clients--