KAPELA

Overview

Kapela operates as an independent registered investment adviser structured as a limited liability company that serves individual, family and institutional clients. Its advisory palette centers on financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm also acts as an insurance broker. Fee arrangements are flexible: percentage-of-AUM, hourly and fixed fees are all in use. Investment strategy leans toward public funds and mutual funds as the core sleeve, supplemented by third-party alternative managers across several niche categories (see Investments & Alternatives). Kapela is not positioned as a capital allocator; instead it implements alternatives and specialized exposures largely through external fund managers. The firm does not identify as an active ESG investor. Custody and operational choices point to a strong relationship with Fidelity, suggesting reliance on Fidelity’s platform for execution, mutual fund access and separately managed account (SMA) capabilities.

Assets & Accounts

Investments & Alternatives

Location & Offices