VAKE CAPITAL LLC

Overview

Vake Capital LLC is a small, individual-owned advisory firm that manages discretionary equity-focused portfolios for individuals and families. The firm charges clients a percentage-of-assets fee and concentrates its management on exchange-traded securities and mutual funds rather than fixed income or bespoke private investments. Vake Capital handles portfolio management for individual and small-business clients and does not identify itself as an active ESG investor or a multi-state adviser. Its stated allocation preference is equities, and the business model appears built around liquid, easily traded instruments suited to smaller account sizes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices