Firethorn Capital, LLC logo

Firethorn Capital, LLC

Updated today

Client assets under management

$44,327,465

Clients

40

73% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

20

Very Low

Average account size

$1,108,187

About

Firethorn Capital provides discretionary investment management and financial planning primarily to individuals (including high‑net‑worth clients), as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. In addition to separately managed accounts, the firm serves a private pooled vehicle, Firethorn Capital Value Fund, LP, and acts as the fund’s investment manager and general partner for qualified investors.

The firm follows a fundamental, research‑intensive, opportunistic value approach, seeking investments that trade at discounts to conservatively estimated underlying values and often focusing on complex or relatively illiquid opportunities; portfolios are typically concentrated and the manager may hold significant cash positions. All advisory relationships are managed on a discretionary basis, and Firethorn operates its pooled vehicle and separately managed accounts side‑by‑side under documented trade aggregation and allocation procedures.

What distinguishes Firethorn from many peers of its size is that it manages a private fund and utilizes performance‑based compensation arrangements for that fund (and, occasionally, certain separately managed accounts), which requires investors to meet accredited/qualified client standards. The firm discloses the conflicts that can arise from side‑by‑side management and personal trading and describes compliance controls—such as pre‑trade procedures, allocation policies and proxy‑voting policies—intended to mitigate those conflicts.

Client services

Financial planning Portfolio management

Expertise

Wealth management Concentrated stock management

Fee options

Fixed

Financial planning fixed fees typically ranging from $1,500 to $20,000

Percentage

$0 - $750,000: 1.5% annually Over $750,000+: 1.0% annually

Project-based

Up to $350 per hour for financial planning services

Performance-based

15% of net profits for Firethorn Capital Value Fund, LP; negotiable performance-based fees for certain separately managed accounts

Other

Account minimum: $250,000 Fee-only: Fixed fee for financial planning services ranging from $1,500 to $20,000; Hourly fees up to $350 per hour

Most active in

Connecticut · Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Timothy O

Series 65

Westport, CT

Firethorn Capital, LLC

Timothy Ozanne is a financial advisor with Firethorn Capital, LLC, holding a Series 65 designation and 24 years of industry experience. He has been with Firethorn Capital since 2003 and previously worked at Firethorn Capital Management, LLC from 2005 to 2022. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a fundamental, research-intensive value approach and manages both separately managed accounts and a private pooled investment vehicle for accredited investors.

Wealth management Concentrated stock management
user avatar

Brant R

CFP®, Series 63, Series 65

Westport, CT

Firethorn Capital, LLC

Brant Root is a CFP® with 21 years of industry experience and is a principal at Firethorn Capital, LLC, where he has worked since 2003. He previously worked at Firethorn Capital Management, LLC from 2005 to 2022 and serves as Vice President and Chief Financial Officer of Mallard Farms, Inc., a family-held real estate business. Firethorn Capital, LLC provides discretionary investment management and financial planning primarily for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm follows a research-intensive, opportunistic value approach, managing concentrated portfolios and operating a private pooled investment vehicle alongside separately managed accounts.

Wealth management Concentrated stock management
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