AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Mycor Capital Management, LLC
Mycor Capital Management, LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 17, 2026.
Quick answers
From the filingHow is Mycor Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Mycor Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Mycor Capital Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 17, 2026 states: Asset-based fee: 0.75% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Mycor Capital Management, LLC located?
Mycor Capital Management, LLC's principal office is in Stamford, CT, according to its Form ADV.
Is Mycor Capital Management, LLC registered with the SEC or a state?
Mycor Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324312.
How much does Mycor Capital Management, LLC manage?
Mycor Capital Management, LLC reports $1,753,177,602 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (100% discretionary).
How have Mycor Capital Management, LLC's assets and staff changed since 2023?
In the Form ADV data for Mycor Capital Management, LLC: Regulatory assets under management: $212,250,104 in the October 2023 data and $1,753,177,602 in the October 2026 data, up 726%. Total employees: 12 in October 2023 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Mycor Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).
Does Mycor Capital Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324312
What changed in Mycor Capital Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,285,420,834 to $1,753,177,602 (+36%). Employees performing advisory functions went from 8 to 10.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.75% to 1.75% a year (a range, as the brochure states it)
The brochure's wording
The Management Fees of the Funds range from 0.75% to 1.75% of each Investor's capital account balance or the net asset value of each series of shares of such Investor, as applicable, in accordance with the relevant Offering Documents.
As stated in the firm's Form ADV Part 2A brochure dated August 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,753,177,602 as of October 2026, filing dated August 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 15. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,753,177,602 | 15 | August 17, 2026 |
| October 2025 | $1,285,420,834 | 14 | May 20, 2025 |
| October 2024 | $354,220,094 | 13 | March 18, 2024 |
| October 2023 | $212,250,104 | 12 | September 29, 2023 |
Regulatory assets under management: $212,250,104 in the October 2023 data and $1,753,177,602 in the October 2026 data, up 726%.
Total employees: 12 in October 2023 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,285,420,834 to $1,753,177,602 (+36%).
- Employees performing advisory functions went from 8 to 10.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mycor Capital Management, LLC (CRD 324312): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mycor-capital-management-llc-stamford-ct-324312