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.
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 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. 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.
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.
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.
You can reach the main office by calling the phone number 713-621-7536 or by fax 713-621-7552. The normal business hours are 9:00 to 6:00 on Monday - Friday.