APPROACH CAPITAL LLC

Overview

Approach Capital LLC is a privately held LLC that provides portfolio management primarily to individuals, families and small businesses. The firm is owner-operated and charges clients a fee based on assets under management. Its advisory work focuses on discretionary portfolio management rather than pension consulting or capital allocation; the firm does not identify as an active ESG investor and does not present itself as a multi-state advisory platform. Service delivery centers on managing invested portfolios for individual and family clients. The firm reports using mutual funds as a principal public investment vehicle while also allocating to external real estate strategies as an alternative sleeve.

Assets & Accounts

Investments & Alternatives

Location & Offices