KLOSTERS CAPITAL

Overview

Klosters Capital is a boutique investment adviser that manages a concentrated book of high-net-worth and institutional clients. The firm runs both discretionary and nondiscretionary portfolio management and favors separate account management as a delivery model. Public equities—primarily exchange-traded securities held in SMAs—constitute the single largest on‑platform exposure, supplemented by private market allocations. Fee arrangements include a percentage of assets under management plus other fee elements; client relationships skew toward larger single-family and institutional mandates rather than mass‑market retail business. Investment activity shows a blend of liquid equity exposure for core beta and active equity selection for incremental alpha, while private equity and real estate are used to add diversification and return enhancement. Klosters Capital does not present itself as an ESG‑focused manager, and its advisory footprint is oriented toward a compact client base with bespoke portfolio solutions rather than high-volume retail distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices