PULVER CAPITAL MANAGEMENT LLC

Overview

Pulver Capital Management LLC is a small, fee-based RIA that focuses on discretionary portfolio management for individuals, families and small business or institutional accounts. The firm’s stated preference is equity-centered portfolios, using exchange-traded equities and ETFs as the primary vehicles for public market exposure. Advisory services are delivered on a percentage-of-AUM basis with the option of hourly billing for certain engagements. Pulver is not positioned as an ESG-driven manager and does not act as a capital allocator to external private managers in a broad, multi-asset role. The firm’s investment approach appears to be centered on direct equity exposure complemented by pooled vehicles when appropriate. It offers managed accounts tailored to individual and family objectives and also provides portfolio management to business or institutional clients, suggesting flexibility in account structures and customization.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices