Anacapa, LLC

Anacapa, LLC works with high‑net‑worth private clients, private foundations and family trusts, typically in institutional‑sized relationships, providing investment advisory and ongoing portfolio management as well as research and due‑diligence support. The firm also commonly serves as a member of investment committees or as a trustee advisor, producing formal recommendations and acting in a consultative capacity to client representatives.

The firm follows a research‑first investment approach that combines fundamental and quantitative analysis, including direct conversations with fund managers and company leadership. Portfolios are constructed from a broad set of instruments — public securities, mutual funds and ETFs, separately managed accounts, closed‑end funds, and private funds or direct private investments — and are tailored to each client’s return objectives, time horizon and tolerance for volatility with varying levels of discretionary authority.

Anacapa has operated as a research and consulting practice since 2006 and only recently became a registered investment adviser, a combination that underpins its emphasis on deep due diligence and committee work outside traditional advisory engagements. The firm is run by a single supervised investment professional, reported no assets under management as of March 31, 2024, and does not accept performance‑based fees or operate proprietary investment products.