DEWITT CAPITAL MANAGEMENT LLC

Overview

Dewitt Capital Management LLC is a small, fee-based advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and manages portfolios with a clear tilt toward liquid, exchange-traded equities. It is organized as a limited liability company with an individual-owner structure and positions itself to serve a concentrated client base rather than institutional mandates. Investment activity centers on equity allocations supplemented by targeted alternative exposures. The adviser is not marketed as an ESG-focused manager and does not act as a capital allocator or pension consultant. Its operating model and client profile indicate hands-on portfolio management for a limited number of high-net-worth households.

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Location & Offices