CITRINE CAPITAL

Overview

Citrine Capital is an independent, owner-operated registered investment adviser organized as an LLC. The firm provides financial planning and portfolio management primarily for individual and family clients as well as small businesses. Its fee schedule includes percentage-of-AUM arrangements, fixed fees and other fee structures, indicating flexibility in how advice and implementation are charged. Investment activity centers on pooled public funds as the core building blocks of client portfolios, supplemented by an alternatives sleeve. The firm’s advisory practice appears geared to conventional long-term wealth management for private clients, with the use of mutual funds and separate management to deliver diversified exposures while allocating a portion of assets to less liquid or uncorrelated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices