Poseidon Capital Management, Inc. (Houston)

Poseidon Capital Management, Inc. is an adviser based in Houston. It manages $27.02 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

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

Poseidon Capital Management: assets under management

The assets under management (AUM) of Poseidon Capital Management, Inc. is $27.02 million. The firm's AUM has gone down by -11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.66 million in discretionary accounts and $1.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $227.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Poseidon Capital Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Poseidon Capital Management, Inc.

Jonathan Samuel Finger has been acting as President since 1 Dec 1996. Richard Breitenbach Finger joined the executive team most recently as the Vp And Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Samuel Finger	President	1 Dec 1996	25% - 50%	1220353
Richard Breitenbach Finger	Vp and secretary	1 Dec 1996	25% - 50%	1691515
Walter Finger	Vp and assistant secretary	1 Dec 1996	25% - 50%	4467763

Based in Houston

The principal office where Poseidon Capital Management, Inc. performs its advisory services is located at 520 Post Oak Blvd., Suite 750, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.