Christensen Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$71,120,675
Total clients
29
55% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
15
Average account size
$2,452,437
About
Christensen Capital provides discretionary portfolio management to individual clients, primarily high‑net‑worth investors, and serves as the managing general partner and adviser to a private pooled vehicle, Target 3 Fund, L.P. The firm manages both separately managed accounts and the Fund, with all accounts operated on a discretionary basis.
The firm’s investment approach focuses on value stocks and special situations, emphasizing analysis of management strength, durable competitive advantages, and one‑time solvable problems, and it draws on public filings, research reports and industry publications. Separate accounts are tailored to client cash and risk profiles while the Fund follows the mandates in its offering documents; Fund investors receive audited financial statements and the Fund is subject to an annual surprise audit.
What distinguishes Christensen Capital from many peers is its role as a private fund adviser and its affiliation with Target 3 Fund while operating a small advisory practice—an arrangement that is relatively uncommon for firms of this size. The firm’s principal also invests a significant portion of his personal assets in the Fund and discloses trading alongside client accounts, with a written code of ethics and procedures intended to address those potential conflicts.
Client services
Expertise
Fee options
0.3% quarterly (1.2% annually) paid in arrears
Account minimum: $250,000
Most active in
Iowa · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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