SAFFRON CAPITAL, LLC

Overview

Saffron Capital, LLC is a small, independent registered investment adviser structured as an LLC that focuses on serving individual and family clients, including small businesses. The firm provides financial planning and portfolio management services and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Investment activity centers on publicly traded equities, with a clear preference for exchange-traded instruments, while the firm also supplements portfolios with targeted alternative exposures in commodities and oil & gas via third-party managers. Saffron Capital is not positioned as a multi-state or pension consultant adviser and does not present itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices