DOWNEY CAPITAL MANAGEMENT, INC.

Overview

Downey Capital Management, Inc. is a small, owner-operated registered investment adviser that provides discretionary portfolio management to both high-net-worth individuals and institutional clients. The firm runs accounts on a percentage-of-assets fee model and concentrates its manager activity on customized separate managed accounts rather than pooled vehicles. Public-market, exchange-traded equities are the dominant allocation preference, and the firm supplements that core equity focus with selective private-placement opportunities for clients who qualify for illiquid alternatives. Advisory services explicitly include portfolio management for individuals and small businesses as well as for businesses or institutions. The firm is not positioned as an ESG-driven manager and reports a law-firm industry affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices