Vivcap LLC

Overview

Vivcap LLC is a small, individually owned advisory firm that manages portfolios for individuals, families and a limited set of institutional clients. The firm charges a percentage-of-assets fee and focuses its advisory practice on discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Its filings show a clear preference for publicly traded equities — both individual stocks and ETFs — which make up the bulk of the firm’s managed assets. Vivcap is not positioned as an ESG specialist, it does not act as a capital allocator in the private markets, and it does not present itself as a multi-state adviser. The use of Interactive Brokers as the sole custodian signals an operational preference for a platform that supports active trading, broad market access and competitive execution costs. That setup is consistent with an equities-centric approach where liquidity, trade flexibility and cost control matter. Given the firm’s size and client base, investment programs are likely tailored and relatively concentrated rather than built from large, institutionalized model suites.

Assets & Accounts

Public Holdings

Location & Offices