Van Diest Capital

Overview

Van Diest Capital is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, plus pension consulting. Its fee setup includes asset-based fees as well as hourly and fixed-fee arrangements. The firm reports active ESG investing and lists industry affiliations that include accounting and insurance firms. Van Diest Capital appears to combine a liquid, equity-focused core with access to private-market and commodity exposures through third-party managers. While not structured primarily as a capital allocator, the firm uses external alternative managers and private placements to build out less liquid sleeves alongside mutual funds, ETFs and individual equities.

Assets & Accounts

Public Holdings

Investments & Alternatives