De Novo Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 282458
- Website
- denovocapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.06%
- Individuals27.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
De Novo Capital LLC is a small, owner-operated registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its investment activity on exchange-traded public equities, supplemented by allocations to real estate-focused alternative vehicles. De Novo Capital is not positioned as a capital allocator or pension consultant, is not an active ESG investor, and reports a single-state scope. The firm lists a law firm among its industry affiliations, which may reflect a legal-services relationship or a founder background in law. Its operating profile and custodian choice indicate a hands-on trading approach using liquid, exchange-traded instruments rather than direct management of large private capital pools.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Gregory Shea
Principal & FounderCRD 6607066
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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