A complete list of active advisors currently associated with Significance Capital Management LLC

Warmer can help you find a great advisor at Significance Capital Management LLC or one who fits your needs even better.

Significance Capital Management LLC is a registered independent investment adviser that provides discretionary portfolio management to individuals and high-net-worth individuals and serves as sub-adviser to the Significance Capital Enhanced Alpha ETF. The firm reports $3,835,474 in discretionary assets under management and generally requires a $200,000 account minimum, subject to waiver. The firm manages client accounts using its Enhanced Alpha Strategy, which tactically allocates among large-cap equities with defensive or growth orientations and relies on fundamental, quantitative, factor and technical analysis, proprietary style research, and optimization tools. Significance Capital may hold individual equities and exchange-traded funds and uses third‑party data and vendors to support its analysis and execution. The firm’s brochure discloses features that are atypical for small independent advisers: it provides performance-related materials—including predecessor performance and third‑party ratings and performance results—and it acts as a sub‑adviser to an ETF. The brochure also describes custodial relationships that provide institutional services and research support, creating potential operational and conflict-of-interest considerations that differ from many peers with similar asset levels.

To learn more about the advisors currently working at Significance Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.