NEOKAI CAPITAL

Overview

Neokai Capital is a small, fee-based registered investment adviser focused on discretionary portfolio management for individuals, families and small businesses, with the capacity to serve business and institutional clients. The firm operates on a percentage-of-AUM fee model and does not position itself as an ESG-focused allocator. Investment activity centers on publicly available pooled vehicles—primarily mutual funds—used as the core building blocks for client portfolios, while selective allocations to third‑party real estate strategies provide an alternative sleeve for diversification and income. The adviser is structured as a single-owner limited liability company and does not report affiliated adviser or pension-consulting services. Neokai Capital’s portfolio construction favors externally managed public funds for core equity and fixed income exposures, leaning on mutual funds to deliver broad market access and manager specialization. When seeking non-correlated returns or yield enhancement, the firm taps third-party real estate managers rather than running in-house alternative strategies. The firm’s advisory scope is narrowly focused—no multi-state adviser designation and no stated role as a capital allocator—suggesting a concentrated regional client base and a hands-on, discretionary management approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices