Third Day Capital Management, LLC

Third Day Capital Management is a registered investment adviser that provides discretionary portfolio management and related planning services to individuals, families, businesses, and charitable entities, including private foundations. As of the brochure date the firm managed approximately $30 million in client assets across discretionary and non‑discretionary accounts and also offers ancillary advice such as financial planning, business succession planning, philanthropic planning, and retirement plan consulting for employers.

The firm establishes an Investment Policy Statement with each client that explicitly incorporates a client’s values and philanthropic objectives, and it targets long‑term, after‑tax and after‑inflation wealth preservation and accumulation using individual stocks, bonds, and ETFs with global diversification. Investment selection is driven by a combination of fundamental and quantitative research — including periodic meetings with company management and multi‑year holding expectations — and, where appropriate, the firm may use commodity ETFs or inversely correlated ETFs tactically to hedge or express market views.

Distinctive elements in the brochure include a quarterly customized client letter (which includes a fee statement) and an optional supplemental performance report that the firm sends to clients as a periodical. The firm also accepts charitable and institutional clients (such as private foundations and employer retirement plans) and discloses related‑party non‑investment businesses and proxy‑voting practices that may incorporate social considerations, details clients should review as part of the firm’s conflict disclosures.