Sanity Capital Management LLC

Sanity Capital Management offers discretionary portfolio management to individuals, high‑net‑worth clients, and family offices through separately managed accounts and incorporates limited ancillary financial planning into the investment policy statement (IPS) process. Clients are required to custody assets at Interactive Brokers for trade execution, clearing, and reporting, and certain strategies require completion of a securities margin agreement.

The firm’s investment approach centers on long/short equity strategies that aim to identify undervalued long positions and overvalued short positions by mining regulatory and voluntary manager disclosures (for example, Form 13F, Schedule 13D, and various international short‑position reports) and then applying its own quantitative and qualitative analysis. Research may incorporate algorithmic and other technology‑driven tools, including certain forms of artificial intelligence, subject to human review, and strategies are implemented in both tax‑aware and non‑tax‑managed formats.

Compared with many independent advisers, Sanity’s routine use of borrowing and margin in separately managed accounts for short and leveraged positions is a notable distinction and introduces additional margin‑ and short‑sale related risks that clients should understand. The firm also treats cash and cash‑like holdings as billable assets, links certain unmanaged custodian accounts for administrative purposes, and does not vote client proxies.