DEVOTION CAPITAL MANAGEMENT

Overview

Devotion Capital Management is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm runs a fee model based on a percentage of assets under management and operates with full discretionary authority over client accounts. Its stated investment preference is equities, with exchange-traded equities comprising the bulk of invested assets. The firm does not position itself as an ESG-focused manager and is organized to serve a relatively concentrated client base rather than a broad multistate footprint. Investment activity leans toward a core equity posture supplemented by external alternative managers. The firm allocates to third-party private equity, venture capital and hedge fund managers when appropriate for client objectives, and it uses mutual funds as an additional vehicle. That mix suggests a willingness to pair liquid equity exposure with selective, less-liquid allocations for clients who can tolerate the longer time horizon and illiquidity that comes with alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices