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GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

UUIDa47af246-05bb-5d15-96db-d07df8da73ba
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 172205 172205 1.0
sec_file_number 801-106675 801-106675

Profile

Websitehttps://www.linkedin.com/in/jeffrey-mccurdy-1941962
HQ CitySARASOTA
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)161,605,358.0
  • RAUM (discretionary)150,483,804.0
  • Actionable assets161,117,151.0
  • Accounts99.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM42,911,918.0
  • HNW AUM83,032,847.0

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.