Wavelet Capital

Overview

Wavelet Capital is a single-owner limited liability company that provides discretionary portfolio management to both individuals and small businesses as well as to business and institutional clients. The firm emphasizes equity exposure, with a stated preference for non-exchange-traded equities alongside mutual funds for core allocations. Its fee model combines a percentage-of-assets charge with performance-based fees, which signals an active, performance-oriented approach and the use of strategies where manager outperformance is monetized. The firm’s investment toolkit extends beyond traditional long-only equities. Wavelet Capital allocates to external managers and funds in hedge funds, real estate, and private credit, suggesting a willingness to incorporate illiquid and alternative sources of return and income into client portfolios. Wavelet Capital does not identify as an ESG-focused adviser and is not structured as a multi-state or pension consultant adviser according to its filing descriptors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices