Semrod Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 300011
- Website
- www.semrodcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.46%
- Individuals14.48%
- Charitable Organizations5.07%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Semrod Capital LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm acts as a capital allocator and charges clients on a percentage-of-assets-under-management basis. Its client base spans individuals and families as well as institutional relationships. Primary advisory activities include portfolio management for individuals and small businesses and the selection of other managers or advisers on clients' behalf. Semrod does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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