Corbett Road Capital Management, LLC

Overview

Corbett Road Capital Management, LLC is an SEC-registered limited liability company that began registration in 2019. The firm charges fees as a percentage of assets under management and identifies institutional clients while also listing portfolio management for individuals and small businesses among its advisory activities. It reports being an active ESG investor and maintains affiliations that include broker-dealer activity and other investment-adviser relationships. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s public filings classify it as equity-biased in practice and not a multi-state adviser. Its stated business model centers on discretionary portfolio management rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives