San Mateo Capital Management LLC

San Mateo Capital Management, LLC provides ongoing discretionary investment supervisory services to individual and high‑net‑worth clients, constructing an Investment Policy Statement for each client to align portfolios with their goals, time horizon and risk tolerance. The firm implements and monitors portfolios across mutual funds, equities, bonds, ETFs and REITs, and accepts client‑imposed investment restrictions when consistent with its ability to manage the account.

The adviser’s investment process centers on fundamental analysis and uses both long‑term and short‑term trading strategies, with weekly account reviews and authority to trade on clients’ behalf under a limited power of attorney. Portfolios typically emphasize liquid securities but the firm may add alternative holdings—such as real estate limited partnerships, private credit funds or other private equity investments—to diversify when appropriate.

Noteworthy characteristics include a small client base relative to its regulatory assets under management (approximately $53.9 million), with all assets managed in‑house rather than through third‑party managers, which can result in a higher level of advisor attention per account. The firm also maintains a formal succession agreement with Buckingham Strategic Wealth LLC for continuity in the event of incapacity or death, and offers a limited ancillary service assisting small‑company employees with 401(k) plan enrollment (without providing investment recommendations).