2201 CAPITAL, LLC

Overview

2201 Capital, LLC is a limited liability company that registered with the SEC in 2026 and positions itself as a fee-based portfolio manager for individuals and small businesses. The firm’s advisory offering is structured as a percentage-of-assets-under-management arrangement. It is classified as an unclassified adviser and is listed as newly formed and owned by an individual. Regulatory and profile fields indicate the adviser is not an active ESG investor and is not identified as a multi-state adviser. Its stated advisory activity is portfolio management for individuals and small businesses, and it does not appear to function as a pension consultant or a related adviser to another registered entity.

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Location & Offices