FELL CAPITAL MANAGEMENT

Overview

Fell Capital Management is a small, active wealth manager that runs discretionary portfolios for individuals, families and select institutional clients. The firm favors managed public funds and separately managed account structures for core equity and fixed-income exposure, and supplements those holdings with allocations to third-party alternatives. Its advisory work is focused on customized portfolio management for individuals and small businesses, and the firm also serves as sponsor and general partner or managing member on pooled investment vehicles it controls. Fee arrangements include asset-based management fees and performance-based compensation, which suggests the firm operates or allocates to strategies that permit incentive fees alongside traditional advisory mandates. Fell Capital does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices