Interval Capital Management, LLC

Overview

Interval Capital Management, LLC is a small, fee-based advisory firm that provides discretionary portfolio management for individuals, families and small businesses. The firm’s client base is concentrated on individual and family investors and it charges fees as a percentage of assets under management. Investment activity is tilted toward derivative instruments and commodity-related exposures, and the adviser does not identify as an active ESG investor. Its operating structure is a limited liability company owned by an individual. Portfolio construction appears to be tactical and instrument-driven rather than broad-market indexing. With a substantial share of assets allocated to derivatives, the firm favors instruments that can provide directional exposure, hedging or enhanced-return strategies. Complementing its derivatives use, Interval Capital Management maintains allocations to commodity and oil & gas strategies and uses mutual funds for core sleeve exposure.

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Investments & Alternatives

Location & Offices