Buoyancy Capital
Firm details
- Headquarters
- ,
- CRD number
- 323521
- Website
- www.buoyancycapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Performance Based Fees, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Buoyancy Capital is a very small advisory firm focused on equity-driven portfolio management for individual and small business clients. The firm’s declared activities combine discretionary portfolio management with the publication of periodicals or newsletters, suggesting it blends investment management with written market commentary or thought pieces. Investment activity is concentrated in exchange-traded securities—both individual stocks and ETFs—with a clear preference for liquid, tradable instruments. Buoyancy Capital does not identify as an active ESG investor and does not report multi-state advisory operations or pension consultancy services. Fee arrangements include a mix of percentage-of-AUM charges, subscription fees, performance-based fees and other fee lines, indicating flexibility in pricing and an ability to structure arrangements beyond simple asset-based billing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- US Government Bonds5%
Contacts
1 of 1Craig Chartier
DirectorCRD 7650787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations