VERSATILE CAPITAL MANAGEMENT L.L.C.

Overview

Versatile Capital Management L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, delivering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its fee model is primarily a percentage of assets under management, with some arrangements listed as “other.” Investment activity is centered on public funds and mutual funds as the core engine of portfolios, with discretionary mandates making up the vast majority of assets under management. The firm is not flagged as an active ESG investor and is not operating as a multi‑state adviser. It also works with third‑party managers for real estate allocations as a complementary source of return and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices