CapitalAlphabet

CapitalAlphabet provides discretionary portfolio management primarily through separately managed accounts to individuals, high‑net‑worth and qualified clients, as well as trusts, estates, charities and business entities. The firm manages roughly $3.8 million in client assets and generally requires the use of Interactive Brokers as custodian; it does not offer financial planning or third‑party adviser selection services.

The firm follows a fundamental, research‑intensive investment approach with a concentrated portfolio strategy (generally 5–10 core positions) focused on long‑term capital preservation and compounding across the market‑cap spectrum. Portfolios may hold sizable cash positions and the firm uses a broad investment toolkit that can include equities, fixed income, convertibles, structured instruments, options, commodity futures and other derivatives as part of its discretionary management.

A distinctive feature is the firm’s performance‑based fee option for qualified clients: a 25% performance allocation on net annual profits above a 6% hurdle, subject to a high‑water mark (with a 10‑year look‑back), rather than a flat AUM‑only fee. The firm also documents policies to address conflicts that can arise from performance fees, the managing member invests alongside clients, and the combination of concentrated SMAs with derivative usage and an explicit performance allocation structure sets it apart from many peers.