TANGENCY CAPITAL INVESTMENT ADVISORY LTD.

Overview

Tangency Capital Investment Advisory Ltd. is an institutional-focused adviser that concentrates its activity on portfolio management for pooled investment vehicles. The firm serves a small number of large institutional clients and takes sponsor/GP and managing-member roles in the pooled vehicles it advises, indicating an operational involvement beyond pure advisory services. Its fee model combines a percentage-of-assets approach with performance-based fees, which aligns with the firm’s emphasis on pooled and alternative structures where incentive fees are common. Tangency Capital is not positioned as a capital allocator and does not present itself as an active ESG investor. The adviser registered with the SEC in 2021 and is owned through a combination of foreign-entity and individual ownership. Its classification is unclassified and its client base is institutional, reflecting the concentrated, large-account profile of its business.

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Location & Offices