Mansur Capital Corporation (Chicago)

Mansur Capital Corporation is a large advisory firm based in Chicago. It manages $28.39 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.

Mansur Capital Corporation provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mansur Capital Corporation: assets under management

The assets under management (AUM) of Mansur Capital Corporation is $28.39 million. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.07 million in discretionary accounts and $10.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.58 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mansur Capital Corporation for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mansur Capital Corporation

Thomas Kim has served as the Chief Investment Officer since 1 Jun 2007. Britta Joy Bolin joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Barry Mansur	Ceo	1 May 1997	75% - 100%	4951084
Kurt D Koeplin	Chief financial officer	1 Aug 2000	Other	2746456
Brian B Torres	Chief compliance officer	1 Apr 2002	Other	5132180
Kurt D Koeplin	Chief compliance officer	1 Nov 2005	Other	2746456
Charles Bradford Wolfe	Cfo & chief compliance officer	1 Jun 2006	Other	5306937
Thomas Kim	Managing director	1 Jan 2007	Other	5306937
Brian B Torres	Treasurer, chief compliance officer	1 Apr 2007	Other	5132180
Thomas Kim	Chief investment officer	1 Jun 2007	Other	5306937
Britta Joy Bolin	Chief compliance officer	1 Dec 2007	Other	5511035

Based in Chicago

The principal office where Mansur Capital Corporation performs its advisory services is located at 875 N. Michigan Avenue, Chicago, IL 60611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.