ALPHYN CAPITAL MANAGEMENT LLC

Overview

Alphyn Capital Management LLC is a small, SEC-registered wealth manager that provides discretionary portfolio management to individuals and families and to small businesses. The firm runs concentrated, equity-first portfolios—exchange-traded equities are the dominant allocation—while supplementing public positions with mutual funds and third-party alternative managers where appropriate. Its client base is narrow and high-net-worth, and the firm charges a percentage of assets under management along with performance-based fees, which suggests an orientation toward active management and outcomes-based compensation for select clients. The firm does not position itself as an ESG specialist, and it is not a multi-state or pension consultant adviser. Investment activity centers on liquid equity markets for core exposure, with separate allocations to private market strategies handled via external fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices