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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FONTANA, ROBERT, GREGORY | I | VICE PRESIDENT | NA | |
| FONTANA, ROBERT, GREGORY | I | MINORITY OWNER | NA | |
| FONTANA, ROBERT, GREGORY | I | MINORITY OWNER | NA | |
| FONTANA, ROBERT, GREGORY | I | MINORITY OWNER | NA | |
| FONTANA, ROBERT, GREGORY | I | MINORITY OWNER | NA | |
| FONTANA, ROBERT, GREGORY | I | MINORITY OWNER | NA | |
| FONTANA, ROBERT, GREGORY | I | MINORITY OWNER | NA | |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| DURICA, MARC, JOHN | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | E | Control |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | |
| BAILEY, JAMES, ANDREW | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B |
Registrations
Federal
IA
Mar 18, 2013 REGISTERED
Notice Filings (10)
FL GA IL LA NC OH PA SC TX VA
Address
5950 FAIRVIEW RDSTE 610
CHARLOTTE, NC 28210
United States
Phone: 704-552-0073