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.
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 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.
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.
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.