MICHAUD CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2012

Total AUM

$2.4B

Discretionary

$469M

19% of AUM

Avg account

$24.2M

Accounts

101

Employees

Advisory reps

Firm details

Headquarters: DENVER, Colorado
CRD number: 159828
Registered since: January 6, 2012
Website: www.michaudcapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Fixed Fees
Client types: Other78.78%
HNWI17.48%
Charitable Organizations3.74%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Michaud Capital Management LLC is an independent registered investment adviser organized as a limited liability company and operating as a capital allocator for high-net-worth and institutional clients. Founded in 2012 and owned by an individual, the firm provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and performs selection of third-party advisers. The firm uses a fixed-fee structure and favors equity-centered mandates, implementing customized separate managed accounts alongside pooled vehicles. Michaud Capital Management LLC is not positioned as an active ESG investor and does not present itself as a multi-state adviser. The client roster is concentrated: a small number of large relationships drives the business model, which points to customized, high-touch portfolio management and outsourced-CIO style services. The firm operates with a mix of discretionary and non-discretionary authority, enabling both fully delegated investment programs and adviser-recommended, client-directed implementations.