Toccata Capital

Overview

Toccata Capital is a small, equity-focused investment advisory firm operating as an LLC. The firm provides discretionary portfolio management for both individuals/small businesses and for businesses or institutional clients. Its reported investment posture emphasizes exchange‑traded equities and ETF exposure as the primary implementation vehicle, and the firm charges a combination of a percentage-of-AUM fee and performance-based fees. Toccata Capital does not position itself as an active ESG investor and does not report pension consulting or multi-state adviser activity. Investment execution appears concentrated and tactical: the firm favors listed, liquid instruments for core exposure and relies on discretionary mandates to construct client portfolios. The use of performance-based compensation indicates the manager may pursue outcomes tied to relative or absolute return targets rather than purely index-centric advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives