HAAS CAPITAL MANAGEMENT LLC

Overview

Haas Capital Management LLC is a small, owner-operated advisory practice that manages discretionary portfolios primarily for individual and family clients. The firm charges a percentage-of-AUM fee and focuses its portfolio work on equity-oriented strategies delivered through liquid, exchange-traded instruments. Advisory services are centered on portfolio management for individuals, small businesses and institutional/business clients rather than pension consulting or multi-state institutional mandates. The firm is not categorized as an active ESG investor and appears to run a concentrated, equity-first allocation approach rather than a broad multi-asset, alternative-heavy program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices