Capco Asset Management, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 141325
- Registered since
- July 13, 2017
- Website
- capcovalue.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI64.5%
- Pooled Investment Vehicles34.24%
- Individuals1.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capco Asset Management, LLC is an SEC-registered limited liability company (registered in 2017) that operates with a hedge-fund classification while also providing advisory services. The firm serves both individual/family and institutional clients, offering portfolio management for individual/small-business accounts as well as for pooled investment vehicles. Its advisory compensation combines a percentage-of-AUM schedule with performance-based fees. Capco identifies as an active ESG investor and reports ownership tied to a domestic entity and an individual. The firm lists an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities87%
- Cash & Cash Equivalents13%
Owners & executives
1 of 1Paul Lind
Partner and Chief Operating OfficerCRD 2097704
Contacts
3 of 4
Christopher Harrell
PrincipalCRD 2613467
Nicholas Appelo
Investment AnalystCRD 6491778
William Harrell
PrincipalCRD 5216182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$84.4K in ETFs
100%
$84.4K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $84.4K | 113 | 100.00% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 101 E Kennedy Blvd
- Time zone
- ET (UTC-5)
- Office locations
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