PROCESS DESIGN CAPITAL MANAGEMENT LLC

Overview

Process Design Capital Management LLC is an independent registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses, combined with financial planning and the selection of outside managers. The firm runs a fee model that mixes percentage-of-AUM charges with flat fees, and it operates as a capital allocator—meaning it routinely places client capital with third‑party managers when a client solution calls for external expertise. Investment activity skews toward publicly traded equities, but the firm also incorporates mutual funds and allocates to external alternative managers as part of broader client portfolios. The adviser is not positioned as an ESG specialist and appears to operate on a single‑state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices