IS Capital Management

Overview

IS Capital Management is a small, independent registered investment advisor organized as a limited liability company and owned by an individual. The firm serves individual and family clients and focuses on financial planning and portfolio management for individuals and small businesses. Its fee structure is a mix of percentage-of-assets, hourly charges and fixed fees, which aligns with personalized planning and advisory work for a compact client base. The adviser does not position itself as a capital allocator and does not identify as an active ESG investor. Its filings show a preference category labeled “Other” as the largest asset bucket, which points to holdings or strategies that aren’t classified into standard equity/fixed-income buckets. IS Capital Management relies on third‑party managers for alternative exposure rather than running proprietary alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices