DURAN CAPITAL MANAGEMENT, LLC

Overview

Duran Capital Management, LLC is an independent registered investment adviser formed as an LLC and operating primarily for individual, family and small institutional clients. The firm provides financial planning and portfolio management, charging a mix of percentage-of-AUM fees as well as hourly and fixed fees. Founded as an SEC-registered adviser in 2022 and owned by an individual, the firm tilts toward equity-centered portfolios and uses third-party fund managers for alternative allocations when appropriate. Investment activity shows a clear preference for exchange-traded equities, reflecting an emphasis on liquid, tradable instruments for core portfolio exposure. Duran Capital Management does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser. It also lists an insurance company affiliation in its industry activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices