G
CRD: 132603
Golconda Capital Management, LLC
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-13-2005
- Office Locations
- 1
Office Locations
-- Addison TX
About Golconda Capital Management, LLC
Golconda Capital Management, LLC is an Addison, TX registered investment adviser providing asset management for retail clients. The firm’s managed accounts are invested primarily in equity ETFs, and it also lists private placement exposure. Custodies with Charles Schwab & Co. and is led by CIO/Managing Member Melissa Elise Summitt.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Services
Available
Owner & Executives
M
MELISSA ELISE SUMMITT
Chief Investment Officer, Managing Member
- CRD
- #4845064
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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