Iridescent Capital Management

Overview

Iridescent Capital Management is a very small, independent registered investment adviser structured as an LLC and led by an individual owner. The firm’s client base is focused on individuals and families and its services center on financial planning and discretionary portfolio management for individuals and small businesses. It also offers pension consulting support, helps clients select other advisers, and runs educational seminars and workshops. Pricing is flexible — the firm charges a percentage of assets under management in addition to offering hourly and fixed-fee engagements. Investment activity is concentrated and equity-first: the firm acts as a capital allocator, favoring exchange-traded equities and ETFs as the primary building blocks of client portfolios, while retaining the ability to bring in outside managers when appropriate. Iridescent Capital Management is not identified as an active ESG investor and appears to operate out of a single-state footprint rather than as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices