Vigilant Capital Management is an investment advisor in Portland with $2.24 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
SEC CIK
IRS number
352161120
SEC advisor number
801-61006
FINRA CRD number
119642
AUM ?
$2.24 bn
(as of 5 Oct 22)
Accounts
1,534
(as of 5 Oct 22)
Employees
31
(21 investment advisory or research)
Address
Vigilant Capital Management
ONE MONUMENT SQUARE
SUITE 601
PORTLAND
ME 04101
ONE MONUMENT SQUARE
SUITE 601
PORTLAND
ME 04101
Office hours
Monday - Friday, 9 A.M. TO 5 P.M.
Phone
207-523-1110
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Vigilant Capital, LLC | Member | 03/2002 | > 75% |
Mulkern, Daniel, Michael | Founder & Principal | 03/2002 | < 5% |
Carlisle, Jeffrey, Folsom | Founder & Principal | 03/2002 | < 5% |
Sorensen, Scott, David | Founder & Principal | 03/2002 | < 5% |
Carlisle, Jeffrey, Folsom | Member | 03/2002 | 25-50% |
Sorensen, Scott, David | Member | 03/2002 | 25-50% |
Mulkern, Daniel, Michael | Member | 03/2002 | 25-50% |
Blaisdell, Lawrence, Arthur | Chief Compliance Officer | 07/2012 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
7 Apr 22
13F-HR
Quarterly holdings report by institutional manager
6 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21
13F-HR
Quarterly holdings report by institutional manager
9 Jul 21
13F-HR
Quarterly holdings report by institutional manager
16 Apr 21
13F-HR
Quarterly holdings report by institutional manager
14 Jan 21
13F-HR
Quarterly holdings report by institutional manager
15 Oct 20