Interval Capital Management, LLC

Interval Capital Management LLC is a small, independent registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm manages separate accounts totaling roughly $7.15 million across a handful of clients and generally requires a minimum account opening balance (published as $250,000, negotiable).

The firm's investment approach emphasizes the systematic use of derivatives—primarily equity and broad-based index options—either as a primary portfolio construction tool or as an overlay to equity positions. It combines technical and fundamental analysis with active risk management, using near- to mid-term option spreads, selling out‑of‑the‑money options with defined‑risk buys, and strategies such as covered calls and cash‑covered puts to moderate directional exposure.

What is distinctive for a solo independent adviser is the intentional implementation of options-driven strategies within separately managed accounts, a practice that is uncommon among peers. The firm’s principal has engineering and computer‑science graduate degrees and prior technology‑industry experience, which the adviser applies to systematic entry/exit rules and tailored risk thresholds across a small, discretionary client base.