PARK CAPITAL MANAGEMENT, LLC

Overview

Park Capital Management, LLC is an independent registered investment adviser that started SEC registration in 2019 and positions itself as both a fiduciary portfolio manager and a capital allocator for high-net-worth individuals, families and some institutional clients. The firm combines traditional asset management—where mutual funds and public pooled products serve as the core sleeve—with an allocation approach that brings third-party alternative managers into client portfolios when appropriate. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension-related consulting services and client education through seminars and workshops. Investment emphasis is on discretionary management: the firm runs most client assets on a discretionary basis and tends to use mutual funds/public funds for the bulk of client exposure while selectively adding private-market and credit strategies to pursue return enhancement and diversification. Park Capital does not market itself as an active ESG investor. It also has industry ties to banking or thrift institutions and insurance companies, which supports access to certain product lines and custody relationships.

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