CORBETT ROAD CAPITAL MANAGEMENT, LLC

Overview

Corbett Road Capital Management, LLC is an SEC‑registered investment adviser formed as an LLC in 2019. The firm manages portfolios with a clear tilt toward equities and exchange‑traded products, while maintaining liquidity positions through short‑duration treasury ETFs. Its stated client base is institutional, but its regulatory filing also lists portfolio management for individuals and small businesses, indicating it serves both pooled institutional mandates and separate account clients. The firm charges fees as a percentage of assets under management and identifies itself as an active ESG investor, which suggests ESG criteria are integrated into security selection or manager screening. Corbett Road appears to run a concentrated, equity‑first approach within a broader multi‑product toolbox. Exchange‑traded equities make up the dominant slice of reported SMA assets, yet the firm also holds cash‑management ETFs and uses mutual funds and annuities where appropriate for income, diversification or client‑specific needs. Its classification on filings is unclassified and it does not present itself as a capital allocator to external private funds.

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