Metis Capital Management LLC

Overview

Metis Capital Management LLC is a small, SEC-registered advisory firm that manages portfolios for individuals, families and institutional clients. The firm bills on a percentage-of-AUM basis and focuses on discretionary portfolio management for both private clients and business or institutional accounts. Services listed include ongoing portfolio management and client education through seminars or workshops, which suggests a hands-on client advisory approach that blends investment implementation with financial literacy and planning support. Investment posture from filings shows a conservative tilt: cash and cash equivalents are the largest holding by dollar value, and the firm is not an active ESG investor. Metis allocates to mutual funds as a core building block and accesses alternative exposure through real estate vehicles and REITs via third-party managers. The firm is owner-operated and has been SEC-registered since 2006.

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Investments & Alternatives

Location & Offices