NOVICE CAPITAL LLC

Overview

Novice Capital LLC is a small, equity-centered registered investment adviser that runs concentrated, actively managed portfolios for private clients and a limited number of institutional or small-business accounts. The firm’s stated advisory focus is portfolio management for individuals and small businesses, and its fee model combines a standard percentage of assets under management with performance-based fee arrangements for eligible clients. Novice Capital shows a clear preference for public equities as the backbone of its strategies rather than ESG-driven mandates or multi-state institutional consulting. Trading and custody through Interactive Brokers points to an operational setup that supports frequent market access and execution flexibility. That infrastructure, combined with the firm’s modest scale, suggests a boutique approach: nimble position sizing, potentially concentrated holdings, and hands-on portfolio construction rather than reliance on extensive sub-advisory platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices