2ND HALF CAPITAL, LLC

Overview

2nd Half Capital, LLC is structured as a limited liability company and operates as a capital allocator and advisory practice. The firm provides financial planning and portfolio management across individuals, small businesses and institutional/business clients, and lists the selection of other advisers among its capabilities. Its fee model is a mix of percentage-of-AUM, fixed fees and other fee arrangements. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser. The business shows an affiliation with an insurance company and an owner-type of “individual,” which suggests a small, closely held operating model that leans on external managers and partners for parts of its service delivery. The inclusion of “selection of other advisers” in its service set points to a manager-of-managers or allocation role rather than a large, vertically integrated asset manager.

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Location & Offices