Asymmetric Advantage Capital Management, LLC

Asymmetric Advantage Capital Management, LLC is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and non-profits. The firm manages roughly $51 million for a compact client base and builds client-specific Investment Policy Statements to guide asset selection and monitoring.

AACM blends fundamental and technical analysis with a proprietary quantitative risk-management system to run both broadly diversified portfolios and a focused active strategy composed of stocks, ETFs and occasional options. Clients receive discretionary management, documented risk-tolerance profiling, and the option to participate in a modified version of the focused strategy that may employ leverage and enhanced hedging for eligible accounts.

Notably, AACM accepts performance-based fees for qualified clients, with performance allocations calculated against a high-water mark — a compensation arrangement that is uncommon among firms of this size. The firm also uses higher-risk techniques such as short sales, margin and options writing, manages both performance-fee and AUM-fee accounts with stated conflict-mitigation practices, and lists a part-time academic appointment held by a principal, which is atypical among peers.