Foundry Capital Management

Overview

Foundry Capital Management is a small, discretionary investment adviser focused on portfolio management for individuals and small businesses. The firm runs accounts on a percentage-of-AUM fee basis and concentrates client portfolios primarily in public funds and mutual funds delivered through separate managed accounts. Foundry positions alternatives—principally hedge funds and real estate—as satellite allocations managed by third‑party external managers rather than running proprietary alternative strategies. The adviser reports it does not pursue an active ESG investing stance. Client relationships are relatively few but sizable: with 19 clients and an average client asset base in the low millions, the firm operates as a boutique wealth manager that blends standard mutual‑fund-based core exposures with delegated alternative sleeves for diversification and return enhancement. Custodial activity is concentrated with modern, digital-first custody; a large portion of the firm’s assets are held at Altruist Financial Llc.

Assets & Accounts

Investments & Alternatives

Location & Offices