Capuchin Capital

Overview

Capuchin Capital is a small, boutique advisory firm organized as a limited liability company that provides discretionary portfolio management to individuals, families, small businesses and institutional clients. The firm’s investment activity centers on public equities, with a clear preference for exchange-traded securities and separately managed account structures. Investment decisions appear focused on core equity exposure supplemented by targeted alternative real estate allocations. Capuchin Capital charges performance-based fees, which suggests the firm structures certain mandates with incentive components tied to returns rather than solely asset-based billing. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices