Dendrite Capital, LLC

Overview

Dendrite Capital, LLC is an independent registered investment adviser operating as a limited liability company that serves both individual and family clients as well as institutional relationships. The firm runs a fee-for-service model charged as a percentage of assets under management and offers core advisory services including financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Dendrite shows a clear allocation tilt toward equities, managing portfolios that prioritize exchange-traded equities and exchange-traded funds while complementing those exposures with mutual funds and selective alternative investments. The firm is not an active ESG investor and is organized under an individual ownership structure. Its investment activity appears modest and focused: concentrated public-market equity exposure with a willingness to add outside alternative managers or direct private placements for diversification, income or sector exposure when appropriate for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices