MENTOR CAPITAL MANAGEMENT INC.
CRD #123176 SEC #801-118368 CHICAGO, IL 312-526-3838
SEC Registered
Total AUM
$195.2M
Discretionary
$157.1M
Employees
4
Clients
101
Accounts
1,277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $195.2M | $157.1M | $38.1M | 4 | 0 |
| Apr 2024 | $178.2M | $146.5M | $31.8M | 4 | 0 |
| Mar 2023 | $152.3M | $126.6M | $25.7M | 2 | 205 |
| Mar 2023 | $152.3M | $126.6M | $25.7M | 2 | 205 |
| Feb 2023 | $152.3M | $126.6M | $25.7M | 2 | 205 |
| Mar 2022 | $174.3M | $143.1M | $31.1M | 2 | 205 |
| Dec 2021 | $163.2M | $133.4M | $29.7M | 2 | 0 |
| Nov 2021 | $163.2M | $133.4M | $29.7M | 2 | 0 |
| Mar 2021 | $133.6M | $105.7M | $27.9M | 2 | 0 |
| Jun 2020 | $120.9M | $91.8M | $29.1M | 2 | 0 |
| Mar 2020 | $120.9M | $91.8M | $29.1M | 2 | 0 |
| May 2012 | $39.6M | $39.6M | $0 | 1 | 113 |
| Mar 2012 | $38.4M | $38.4M | $0 | 1 | 113 |
| Jan 2012 | $37.2M | $0 | $37.2M | 1 | 113 |
| Feb 2011 | $37M | $0 | $37M | 5 | -- |
| Feb 2008 | $28.1M | $0 | $28.1M | 5 | -- |
| Sep 2007 | $39.7M | $0 | $39.7M | 5 | -- |
| Jan 2007 | $39.7M | $0 | $39.7M | 5 | -- |
| Feb 2006 | $35M | $0 | $35M | 5 | -- |
DateApr 2025
Total AUM$195.2M
Discretionary$157.1M
Non-Disc.$38.1M
Employees4
Clients0
DateApr 2024
Total AUM$178.2M
Discretionary$146.5M
Non-Disc.$31.8M
Employees4
Clients0
DateMar 2023
Total AUM$152.3M
Discretionary$126.6M
Non-Disc.$25.7M
Employees2
Clients205
DateMar 2023
Total AUM$152.3M
Discretionary$126.6M
Non-Disc.$25.7M
Employees2
Clients205
DateFeb 2023
Total AUM$152.3M
Discretionary$126.6M
Non-Disc.$25.7M
Employees2
Clients205
DateMar 2022
Total AUM$174.3M
Discretionary$143.1M
Non-Disc.$31.1M
Employees2
Clients205
DateDec 2021
Total AUM$163.2M
Discretionary$133.4M
Non-Disc.$29.7M
Employees2
Clients0
DateNov 2021
Total AUM$163.2M
Discretionary$133.4M
Non-Disc.$29.7M
Employees2
Clients0
DateMar 2021
Total AUM$133.6M
Discretionary$105.7M
Non-Disc.$27.9M
Employees2
Clients0
DateJun 2020
Total AUM$120.9M
Discretionary$91.8M
Non-Disc.$29.1M
Employees2
Clients0
DateMar 2020
Total AUM$120.9M
Discretionary$91.8M
Non-Disc.$29.1M
Employees2
Clients0
DateMay 2012
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees1
Clients113
DateMar 2012
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees1
Clients113
DateJan 2012
Total AUM$37.2M
Discretionary$0
Non-Disc.$37.2M
Employees1
Clients113
DateFeb 2011
Total AUM$37M
Discretionary$0
Non-Disc.$37M
Employees5
Clients--
DateFeb 2008
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees5
Clients--
DateSep 2007
Total AUM$39.7M
Discretionary$0
Non-Disc.$39.7M
Employees5
Clients--
DateJan 2007
Total AUM$39.7M
Discretionary$0
Non-Disc.$39.7M
Employees5
Clients--
DateFeb 2006
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--