Whitcraft Capital Management

Overview

Whitcraft Capital Management is a small, privately owned corporate advisory firm that provides fee-based portfolio management to individuals, families and small businesses. The firm charges a percentage-of-AUM advisory fee and focuses on discretionary portfolio management rather than institutional consulting or capital allocation. Whitcraft does not identify itself as an active ESG investor, is not structured as a multi-state adviser, and does not advertise pension consulting or related-adviser services. Advisory activity is concentrated on direct portfolio management for individual and family clients. The firm’s operating footprint and product mix suggest a straightforward wealth‑management practice that emphasizes publicly traded equities as its primary exposure, supplemented by selected alternative and credit holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives