Richard Lees Capital Management

Richard Lees Capital Management is a state-registered investment adviser that provides investment supervisory services and individual portfolio management for pooled vehicles, institutional accounts and, on occasion, individual investors. The firm also provides consulting on an hourly basis and distributes a quarterly newsletter to advisory clients.

RLCM manages client portfolios on a discretionary basis, using a mix of fundamental, technical, quantitative and qualitative analysis, asset allocation, options strategies and periodic rebalancing with at least quarterly reviews. The firm will consider non-traditional allocations such as cryptoassets and private equity when appropriate, and cryptoasset management is delivered under a separate addendum with additional client acknowledgements and custodial arrangements.

Compared with many peers that focus solely on institutional mandates, RLCM’s brochure discloses several uncommon features: a published periodical for clients, a consulting offering billed hourly, and acceptance of both high‑net‑worth and non‑HNW individual clients. The firm also documents specific procedures and disclosures for cryptoasset investing and occasionally publishes market commentary and articles for public distribution, while managing roughly $20–21 million in discretionary assets.