Adviser Profile
| As of Date | 03/29/2021 |
| Registration status | Registration Changed to HORTON CAPITAL MANAGEMENT, LLC |
| ADV Location | PHILADELPHIA, PA, United States |
| AUM* | 87,352,370 |
| of that, discretionary | 87,352,370 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 17,470,474 |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
110M
95M
79M
63M
47M
32M
16M
2020
2021
Private Funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker759910102 | Stock NameREPRO MED SYS INC | $ Position$32,373 | % Position72.18% | $ Change5.31% | # Change0.05% |
| Stck TickerM96088105 | Stock NameUROGEN PHARMA LTD | $ Position$6,702 | % Position14.94% | $ Change-41.81% | # Change2.92% |
| Stck Ticker976524108 | Stock NameWIRELESS TELECOM GROUP INC | $ Position$3,332 | % Position7.43% | $ Change3.19% | # Change-2.90% |
| Stck Ticker786449207 | Stock NameSAFEGUARD SCIENTIFICS INC | $ Position$1,304 | % Position2.91% | $ Change-17.21% | # Change0.00% |
| Stck Ticker23258P105 | Stock NameCYNERGISTEK INC | $ Position$1,140 | % Position2.54% | $ Change-15.49% | # Change5.66% |