Aktive Capital Management, LLC

Overview

Aktive Capital Management, LLC is a small, owner-operated investment adviser organized as an LLC that focuses on providing portfolio management to individuals and small businesses. The firm runs a fee model that includes a percentage-of-AUM component plus other fee arrangements, and it serves a client base made up primarily of individual and family accounts. Investment activity centers on publicly traded equities, with the firm showing a clear preference for exchange-traded instruments and ETF-based exposures rather than thematic ESG mandates. Advisory services are directed toward discretionary portfolio management rather than pension consulting or large institutional allocations. The scale and structure point to a boutique practice that manages concentrated equity exposures for a limited number of clients. Given the emphasis on exchange-traded equities and mutual funds, the firm appears to favor liquid, transparent instruments that can be implemented across separately managed accounts or similar client-level wrappers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices