Blackthorn Asset Management LLC

Blackthorn Asset Management provides discretionary portfolio management to individuals, trusts, estates and charitable organizations and works with each client to develop a Financial Profile and Investment Plan reflecting their financial circumstances and goals. As of March 2, 2026 the firm reported managing roughly $80.9 million across about 45 client relationships and generally serves accounts at or above its stated minimums.

The firm’s investment approach combines a low-cost passive core of index mutual funds and ETFs with active decision-making driven by macro-forecasting and company-level research. Blackthorn uses a range of analytical methods—fundamental, technical, charting and cyclical analysis—and implements strategies using individual equities, bonds, options, short sales and margin when appropriate.

Noteworthy aspects of the firm include an explicit policy that limits participation in certain investment trusts and cryptocurrencies to accredited investors, and a documented willingness to employ short-selling, margin and options strategies that are less common among solo independent advisers. The firm’s average account size (roughly $1.8 million per client), its practice of generally leaving proxy voting to clients, and its Schwab Institutional custody relationship further shape its operational profile compared with many peers.