Spondeo Capital, LLC

Overview

Spondeo Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm runs a boutique, fee‑for‑assets advisory model focused on discretionary portfolio management and financial planning for individuals, families and institutional clients. Advisory services include portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting. Investment positioning skews strongly toward publicly traded equities as the portfolio backbone; the firm does not identify as an active ESG investor and does not act as a capital allocator running its own alternative funds, instead relying on third‑party managers when it uses alternatives. Client relationships are concentrated and high‑value: the firm manages a small number of clients and accounts, which supports a tailored, concentrated implementation style. The primary custody relationship is with Charles Schwab & Co., Inc., which is consistent with a model that uses separately managed accounts and exchange‑listed instruments for most equity exposure.

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Public Holdings

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Location & Offices