Kirwan Capital

Overview

Kirwan Capital operates as an independent, individual-owned registered investment adviser organized as a limited liability company. The firm advises a mix of individual, family and some institutional clients, with a business model centered on financial planning, discretionary portfolio management for individuals and small businesses, and the publication of newsletters or periodic market commentary. Fee arrangements are a combination of percentage-of-assets-under-management and hourly charges. Investment activity is concentrated and equity-oriented. The firm manages all of its reported assets on a discretionary basis and shows a clear preference for exchange-traded instruments. Kirwan Capital is not positioned as an ESG-focused manager, does not serve as a pension consultant, and is not set up as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices