Absolute Capital Management, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 121484
- Registered since
- September 22, 2003
- Website
- www.abscap.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals37.09%
- Investment Companies31.22%
- HNWI29.64%
- Other1.58%
- Pension & Profit Sharing Plans0.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Absolute Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2003. The firm manages portfolios for individuals, families and institutional clients on a percentage-of-assets fee basis. Its advisory scope is focused on portfolio management for individuals/small businesses and for investment companies. Absolute Capital identifies equities — particularly exchange-traded instruments — as a primary preference and operates as a direct portfolio manager rather than a capital allocator. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Denise Alfieri
Chief Compliance OfficerCRD 4574164
Contacts
3 of 4
Alexander Barned
National Sales DirectorCRD 2212865
Phillip Gebben
Managing DirectorCRD 2962975
Iroland Garcia
Advisory DirectorCRD 1436809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 155Active vs passive
$456M in ETFs
73%
$330M
8%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $23.5M | 30,693 | 5.16% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 101 Pennsylvania Blvd
- Time zone
- ET (UTC-5)
- Office locations
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