Presque Isle Capital Management Inc (Erie)

Name: Presque Isle Capital Management Inc
Address: 5121 Zuck Road, Erie, PA, 16506
Telephone: 814-835-7097

Presque Isle Capital Management Inc is a large advisory firm based in Erie. It manages $84.69 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Presque Isle Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Presque Isle Capital Management: assets under management

The assets under management (AUM) of Presque Isle Capital Management Inc is $84.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $84.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $425.58 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Presque Isle Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Presque Isle Capital Management Inc

Robert Forsythe Irwin has been acting as President since 1 Apr 1994. James Henry Thomas joined the executive team most recently as the Vice President, Secretary, Director And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Francis Trettel	President, treasurer & director	1 Oct 1990	25% - 50%	4340013
James Henry Thomas	Vice president, secretary & director	1 Oct 1990	Other	800360
Robert Forsythe Irwin	Director	1 Apr 1994	25% - 50%	255363
James Henry Thomas	Vice president, secretary, director and chief compliance officer	1 Sep 2004	Other	800360

Based in Erie

The principal office where Presque Isle Capital Management Inc performs its advisory services is located at 5121 Zuck Road, Erie, PA 16506, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 814-835-7097 or by fax 814-836-5779. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.picminc.com.