KRAUSS WHITING CAPITAL ADVISORS LLC

Overview

Krauss Whiting Capital Advisors LLC is a small, discretionary wealth manager that runs portfolio management programs for individuals, small businesses and institutional clients. The firm operates primarily as a capital allocator and emphasizes equity exposure: its stated preference is exchange-traded equities and it selects third‑party advisers where specialized allocations are needed. Business activity centers on managing portfolios on a fee basis (percentage of AUM) and on selecting outside managers for portions of client portfolios rather than running large in‑house product platforms. The firm’s client footprint is concentrated: a modest number of wealthy individuals and a smaller institutional book. Investment decision-making appears driven toward liquid, exchange‑traded instruments with supplemental use of pooled funds and credit instruments. Krauss Whiting’s advisory permissions include selecting other advisers, which signals they will place clients into externally managed alternative funds or specialist strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices