Sanity Capital Management LLC

Overview

Sanity Capital Management LLC is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and concentrates its client work on individual and family relationships rather than institutional or pension mandates. Investment activity is equity-centered: the firm shows a clear preference for exchange-traded equities as the primary vehicle for expressing portfolio decisions. Sanity Capital also reports the use of third‑party alternative managers—specifically hedge funds—and makes use of mutual funds where appropriate. The adviser does not identify as an active ESG investor and operates with a single-office, owner-managed structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices