KOCH CAPITAL MANAGEMENT LLC

Overview

Koch Capital Management LLC is an independent registered investment adviser that focuses on serving individual and family clients as well as small businesses. The firm combines financial planning with discretionary portfolio management and charges clients either a percentage of assets under management or fixed fees. Investment activity centers on liquid, equity-oriented portfolios—exchange-traded equities are the dominant holding type—while the firm supplements equity exposure with third-party alternative managers in areas such as real estate, managed futures, commodities and oil & gas. Koch Capital Management does not position itself as a multi-state or pension consultant adviser and is not set up as a multi-manager capital allocator; instead, it implements client mandates directly and through selected external fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices