Third Wave Capital LLC

Overview

Third Wave Capital LLC is a small, owner-operated investment adviser focused on portfolio management for individuals, small businesses and institutional clients. The firm charges a percentage-of-assets fee and may assess performance-based fees, and it reports a clear equity preference: exchange-traded equities make up the largest single holding category. Third Wave Capital LLC does not position itself as a capital allocator or pension consultant, and it does not report active ESG investing. Its operations are limited in scope—counsel is provided directly to individual and family clients, and the adviser is organized as a limited liability company with individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices