ATWOOD CAPITAL MANAGEMENT, LLC

Overview

Atwood Capital Management, LLC is a small, privately owned advisory firm organized as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. Filings show the firm charges a mix of percentage-of-AUM and fixed fees, and it reports no active ESG investing program. The firm is not listed as a multi-state adviser, pension consultant, or capital allocator. Its investment activity centers on pooled public funds as the primary vehicle, while the firm’s disclosures also list allocations to several categories of alternative strategies. The adviser identifies itself as serving individual and small-business clients and appears to favor externally managed products (mutual funds and third-party alternative managers) over large direct-sleeve or proprietary product programs. SEC registration year is not reported in the available materials.

Assets & Accounts

Investments & Alternatives

Location & Offices