Philosmith Capital Corporation

Overview

Philosmith Capital Corporation is a small, SEC-registered investment firm organized as a corporation and operating as a hedge fund manager and broker-dealer. The firm has been registered with the SEC since 2012 and is individually owned. Its client base is institutional, and it provides discretionary portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts. Compensation includes asset-based fees plus performance-based fees. Philosmith does not position itself as an ESG investor and is not designated as a multi-state adviser. The firm combines advisory activity with broker‑dealer operations and operates a private hedge fund vehicle alongside its advisory mandate.

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Public Holdings

Investments & Alternatives

Location & Offices