Titleist Capital, LLC

Overview

Titleist Capital, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2003. FINTRX classifies the firm as unclassified and identifies the owner type as individual. The firm manages a blend of public market positions and a meaningful allocation to third-party alternative managers; it is not flagged as an active ESG investor. Titleist Capital was listed among FA Magazine’s Top RIA Firms in 2020. FINTRX records for the firm are sparse on clientele and fee structure, but the firm reports managing roughly $1.0B in discretionary assets and running both listed-equity/ETF portfolios and private-market allocations through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices