Baztec Capital Management, LLC

Overview

Baztec Capital Management, LLC is an independent, owner-operated registered investment adviser that focuses on individualized portfolio management and financial planning for high-net-worth individuals and families. The firm functions as a capital allocator and combines direct portfolio management with selection of third-party advisers and managers to construct client allocations. Fee arrangements include assets-under-management fees, flat engagement fees and performance-based components, which points to a hybrid advisory model that can accommodate both ongoing wealth management and outcomes-driven mandates. Investment posture skews toward equities as the primary exposure, with a stated preference for exchange-traded securities. The firm is not an active ESG investor and does not present itself as a multi-state adviser. In addition to discretionary portfolio management, Baztec serves as sponsor, general partner or managing member of pooled investment vehicles, indicating hands-on involvement in at least some private or illiquid vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices