Golconda Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,500,000
Clients
5
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$500,000
About
The firm provides advisory services to a private pooled investment partnership and to individual clients. It serves as the discretionary portfolio manager for the pooled vehicle — a relationship in place since 2005 — and also offers advice-only, hourly services to individual investors.
Investment decisions for the fund are driven by bottoms-up, fundamental analysis with a primary focus on long equity positions, opportunistic shorting, and occasional shareholder activism; the fund historically held highly concentrated positions and significant allocations to small-, micro- and nano-cap stocks. The strategy is lower turnover and not market-timing focused, and the fund may use margin and hold illiquid securities, which the brochure identifies as material risks.
What is atypical for a small independent adviser is the combination of acting as a private fund adviser to a pooled vehicle, charging performance-based compensation for qualified partners (with a high-water-mark provision), and disclosing performance information to partners. By contrast, individual clients are provided non-discretionary, implementation-level advice that emphasizes diversified, low-cost index exposures and asset-class allocation.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
No minimum+: 2.75% annually (Base Management Fee for non-qualified partners in GCP) No minimum+: 1.5% annually (Base Management Fee for qualified partners in GCP)
$150 per hour for advisory services; $50 per hour for administrative activities (individual clients)
20% performance allocation on qualified profits after deducting Base Management Fee, with high water mark (only for qualified partners in GCP)
Main office location
Golconda Capital Management, LLC
Addison TX, United States
Number of offices
1
Most active in
Golconda Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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