Deerwood Capital, LLC

Overview

Deerwood Capital, LLC is a small, owner-operated investment adviser organized as a limited liability company that manages money for individuals, families and some institutional clients. The firm charges clients on a percentage-of-assets basis and provides portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Deerwood Capital shows a clear preference for equity exposure: exchange-traded equities and ETFs are the dominant instruments in its managed accounts, while mutual funds are used as supplementary building blocks. The firm is not an active ESG investor and operates on a limited geographic footprint. Deerwood Capital combines direct public equity allocations with access to outside managers for alternative strategies. The firm’s advisory model includes discretionary and non-discretionary arrangements, and its practice of selecting other advisers suggests it outsources certain specialized mandates—particularly non-core alternative investments—to third-party managers rather than running those strategies in-house.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices