COFFEEHOUSE CAPITAL

Overview

Coffeehouse Capital operates as an independent registered investment adviser serving individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements are flexible—percentage of assets under management, hourly billing and fixed-fee engagements are all part of its client pricing mix. The firm is owned by an individual and positions itself as a small, hands-on adviser rather than a capital allocator or multi-state firm. Investment activity centers on pooled public vehicles for core allocations, with the adviser using third‑party managers for select alternative exposures. The firm is not an active ESG investor according to its filings. Given its client base and service set, Coffeehouse Capital appears focused on delivering tailored planning and discretionary portfolio management to a compact roster of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices