Parkwood Capital Management LLC

Overview

Parkwood Capital Management LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients with customized financial planning and discretionary portfolio management, and it also accepts small business and institutional relationships. Its compensation is tied to a percentage-of-AUM fee schedule, and the adviser runs client accounts on a discretionary basis. Investment activity is tilted toward pooled public funds and mutual funds as the primary vehicle for implementing equity and fixed income exposure. That core approach is supplemented with access to alternative strategies—specifically venture capital, private placements and real estate—brought to clients through third-party managers and private offerings rather than through in-house fund management. Parkwood does not position itself as an allocator to other advisory firms; it directly places client capital into external alternative vehicles when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices