1N Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
1N Capital serves high‑net‑worth individuals, trusts, estates, charitable organizations and business entities, and also provides portfolio management for institutional clients and a notable number of non‑U.S. investors. The firm offers discretionary investment management and investment consulting, allocating assets among ETFs, individual equities, privately placed securities, Independent Managers and structured products, and it advises on held‑away products such as variable life insurance, annuities and employer‑sponsored retirement plans.
The firm tailors portfolios to each client’s risk tolerance, time horizon and liquidity constraints and conducts ongoing monitoring and periodic reviews. Its approach combines fundamental, technical and charting analysis with manager due diligence, and employs strategies that can include long and short positions, option writing, margin, fixed‑income management and allocations to private or alternative investments.
Compared with many small independent advisers, 1N Capital is atypical in its combination of institutional portfolio management and a meaningful non‑U.S. client base while not focusing on mass‑market individual (non‑high‑net‑worth) retail clients. The firm also offers project‑based investment consulting and is willing to manage or advise on assets maintained outside clients’ primary custodians, which broadens the scope of services it provides relative to many peers.
Client services
Expertise
Fee options
Fixed fees from $5,000 to $20,000 for investment consulting services, negotiable based on scope and complexity.
0.50% to 1.25% annually, varies based on portfolio size, composition, services, and personnel providing the service
Account minimum: $10,000 minimum annual fee Minimum fee: Minimum annual fee of $10,000, which may be negotiated lower at the Firm's discretion. Fee-only: Fees based on assets under management and fixed fees for investment consulting services.
Main office
Hillsborough CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
1 N Capital, LLC · Moonstone Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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