Morgan Dempsey Capital Management is an investment advisor in Menomonee Falls with $381.23 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391805798
SEC advisor number
801-48064
FINRA CRD number
106288
AUM ?
$381.23 mm
(as of 9 Jun 23)
Accounts
817
(as of 9 Jun 23)
Employees
7
(4 investment advisory or research)
Address
Morgan Dempsey Capital Management
111 HERITAGE RESERVE
SUITE 200
MENOMONEE FALLS
WI 53051
111 HERITAGE RESERVE
SUITE 200
MENOMONEE FALLS
WI 53051
Office hours
Monday - Friday, 8:00 AM - 4:30 PM
Phone
414-520-1543
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Dion, Marc, Joseph | Principal | 03/2006 | < 5% |
Durham, David, Wayne | Principal | 01/2010 | < 5% |
Nguyen, Ly, Khanh | Chief Compliance Officer | 09/2022 | < 5% |
MDCM Holdings, LLC | Owner | 03/2023 | > 75% |
MDCM Legacy, LLC | Owner | 03/2023 | > 75% |
Dion, Marc, Joseph | Principal | 03/2023 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
SC 13D/A
Polished.com Inc.
17 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
SC 13D/A
Polished.com Inc.
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
SC 13D
Polished.com Inc.
26 Jan 23