Considerate Capital, LLC

Considerate Capital serves individuals and high-net-worth clients as well as a range of institutional entities, including family offices, foundations, endowments, private investment funds, corporations, trusts, and estates. The firm provides outsourced chief investment officer services, tailored portfolio management on both discretionary and non-discretionary bases, investment research, and consulting delivered through separately managed accounts.

The firm follows an intrinsic value–oriented, opportunistic value-investing approach with a long-term time horizon, primarily focusing on publicly traded equity securities, exchange-traded funds, closed-end funds, and fixed income while retaining the flexibility to use long and short positions, derivatives, and alternative assets when appropriate. Portfolios are customized to client constraints and the firm’s research and consulting offerings explicitly include private and public fund due diligence, manager selection, portfolio construction, and risk management.

Compared with many independent advisers, Considerate Capital places more emphasis on institutional and accredited-investor clients and on providing outsourced CIO and institutional-grade due diligence and consulting services, which are less common among solo independent firms. The firm also conducts educational seminars and workshops in conjunction with its advisory work and pursues complex, opportunistic investments—such as distressed, private or illiquid positions and control-oriented engagements—that require active monitoring and governance.