Albatrox Capital
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About
Albatrox Capital provides ongoing discretionary and non‑discretionary portfolio management and advisory services to individuals, high‑net‑worth clients, other investment advisers, family offices and institutional clients. The firm also offers consulting to other advisers and limits its investment advice primarily to stocks, ETFs, real estate securities, fixed income and private placements.
Albatrox documents client objectives and constraints in an Investment Policy Statement and conducts quarterly reviews, using a mix of fundamental analysis, modern portfolio theory, quantitative analysis and market analysis to guide portfolio decisions. In late 2025 the firm launched a private commodity pool focused on systematic futures trading and applies systematic and quantitative techniques alongside its other investment methods.
Distinctive features include the firm’s registration as a commodity pool operator with the NFA and a private CPO fund (no outside investors as of the brochure date), and the firm’s practice of publishing performance results for its strategies—both practices that are uncommon among independent single‑advisor firms. Albatrox also provides advisory services and negotiated fee arrangements to other investment advisers, a client type less commonly served by peers in this category.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $5,000,000: 1.00% $5,000,000+: 0.90%
Main office
Kirkland WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Albatrox Capital · Albatrox Capital LLC
Disclosures
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Business activities & affiliations
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Broker-dealer / trader
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Bank
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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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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