Plein Air Capital Advisers, LLC

Overview

Plein Air Capital Advisers, LLC is a small, fee-based registered adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm runs predominantly discretionary equity strategies, favoring exchange-traded instruments and active management of client portfolios. Its client base is individual and family investors, and its billing is a percentage of assets under management. Investment activity centers on liquid equity exposures—individual stocks and ETFs—augmented by mutual funds for core diversification. The firm also deploys private placements as its primary alternative exposure, using third-party private placement opportunities to add less-correlated return streams when appropriate. Plein Air Capital Advisers is not identified as an active ESG investor and does not present itself as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices