Motiwala Capital

Overview

Motiwala Capital operates as a small, independent registered investment adviser organized as an LLC and focused on serving individual and family clients. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Investment posture is equity-first: exchange-traded equities make up the dominant share of client portfolios and the firm expresses a clear preference for liquid, publicly traded instruments. Motiwala Capital is not positioned as an ESG-driven manager, is not a capital allocator, and does not report multi-state adviser status. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly, fixed, and performance-based fee structures. That fee mix, combined with the firm’s use of third-party hedge funds, suggests they can accommodate bespoke mandates and performance-sensitive relationships where clients or managers employ incentive fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices