ROBERT CHARLES CAPITAL MANAGEMENT

Overview

Robert Charles Capital Management is a small, equity-tilted advisory firm that combines separately managed accounts and pooled vehicles with a modest direct venture-capital effort. The firm serves both individual/family and institutional clients and charges on a percentage-of-assets basis supplemented by hourly fees for consultative work. Advisory activity centers on portfolio management for individuals and small businesses as well as management of pooled investment vehicles; the firm also sponsors and serves as general partner and managing member for those pooled vehicles, signaling hands-on involvement in alternative structures it creates. Investment posture is skewed toward liquid public equities—exchange-traded holdings are the dominant allocation—but the firm also maintains exposure to corporate debt and mutual funds for yield and diversification. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices