MIDWAY CAPITAL RESEARCH & MANAGEMENT LLC

Overview

Midway Capital Research & Management LLC is an independent registered investment adviser operating as a limited liability company and focused on serving both individual/family and institutional clients. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees, and it provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Investment activity centers on equity-heavy, exchange-traded exposure supplemented by third-party mutual funds and selective private placements. The firm appears to favor liquid, tradable equity instruments for core portfolios while using private placement commitments to add differentiated, less correlated return streams for qualified clients. Custody and trading are consolidated at Charles Schwab & Co., Inc., which holds the firm’s reported assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices