Wealhouse Capital Limited Partnership

Overview

Wealhouse Capital Limited Partnership is a limited partnership advising both high-net-worth individuals/families and institutional clients. Registered with the SEC in 2016, the firm combines discretionary portfolio management for individuals and for pooled investment vehicles with an active role as a sponsor, general partner and managing member of private pooled vehicles. Its fee model blends a percentage-of-assets approach with performance-based fees, which aligns the firm’s economics with outcomes for clients and for pooled-product investors. Investment activity shows a clear tilt toward private, pooled structures: the firm reports the largest concentration inside private funds while also using mutual funds in client portfolios. Wealhouse is not an ESG-focused manager and operates as a single-state adviser. Ownership is listed as a mix of an individual and a foreign entity, and the firm does not position itself as a pension consultant or a capital allocator in the broader sense.

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Investments & Alternatives

Location & Offices