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 structured as an LLC and is registered as an investment adviser since 2017. The firm is classified as a hedge fund manager and serves both individual/family and institutional clients. Its compensation combines a percentage-of-AUM fee with performance-based fees, and it reports advisory activity across separately managed accounts and pooled investment vehicles. Services emphasize discretionary portfolio management for individuals and small businesses as well as management of pooled vehicles. Capco identifies as an active ESG investor, and it has an industry affiliation with a law firm. The firm is not described as a capital allocator; instead, it appears to operate and directly manage investment strategies, including at least one private hedge fund it advises.
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 Equities87%
- Cash & Cash Equivalents13%
Owners & executives
1 of 1PAUL LIND
Partner and Chief Operating OfficerCRD 2097704
Contacts
3 of 4CHRISTOPHER 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
$73.5K in ETFs
100%
$73.5K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $73.5K | 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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