Red Lady Capital Management, LLC

Red Lady Capital Management, LLC is a fee-only registered investment adviser that provides discretionary portfolio management and financial consulting to high-net-worth individuals, families, trusts, estates, charitable organizations and business entities. The firm manages separate accounts held at qualified custodians and reports approximately $87.9 million in regulatory assets under management across about 155 clients.

The firm’s investment process blends a top-down/bottom-up fundamental analysis with proprietary quantitative models used as an overlay for valuation and selection; each relationship is documented with a written Investment Policy Statement and monitored for asset allocation, rebalancing, and stress-tested scenarios. Strategies include long- and short-term positions and, when appropriate or requested, the use of short sales and margin, with portfolio management delivered on a discretionary basis.

Distinctive aspects include operating as a solo, independent adviser while employing quantitative overlays and short-selling capability, and having a principal who is a CFA charterholder with institutional sales and quantitative analytics experience. The firm provides its own monthly statements in addition to custodian reports, participates in the Schwab Institutional custody program, and maintains a Code of Ethics and trade oversight to address potential conflicts such as employee trading and constructive custody from fee debits.