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Asymmetric Advantage Capital Management, LLC

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Client assets under management

$51,377,455

Clients

48

46% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

24

Low

Average account size

$1,070,364

About

Asymmetric Advantage Capital Management, LLC is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and non-profits. The firm manages roughly $51 million for a compact client base and builds client-specific Investment Policy Statements to guide asset selection and monitoring.

AACM blends fundamental and technical analysis with a proprietary quantitative risk-management system to run both broadly diversified portfolios and a focused active strategy composed of stocks, ETFs and occasional options. Clients receive discretionary management, documented risk-tolerance profiling, and the option to participate in a modified version of the focused strategy that may employ leverage and enhanced hedging for eligible accounts.

Notably, AACM accepts performance-based fees for qualified clients, with performance allocations calculated against a high-water mark — a compensation arrangement that is uncommon among firms of this size. The firm also uses higher-risk techniques such as short sales, margin and options writing, manages both performance-fee and AUM-fee accounts with stated conflict-mitigation practices, and lists a part-time academic appointment held by a principal, which is atypical among peers.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Concentrated stock management

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Fee options

Fixed

Fixed fees for financial planning range from $300 to $5,000 depending on complexity

Percentage

$0 - $1,000,000: 1.50% annually $1,000,000+: 1.00% annually

Project-based

$300 per hour for financial planning services

Performance-based

20.0% of capital gains or capital appreciation, charged annually with a high-water mark, applicable only to qualified clients

Other

Account minimum: $1,000,000

Main office location

Asymmetric Advantage Capital Management, LLC

40 Lake Bellevue, Suite 100

Bellevue WA 98005, United States

Number of offices

2

Most active in

Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Marat M

Series 65

Bellevue, WA

Asymmetric Advantage Capital Management, LLC

Marat Mor is a financial advisor at Asymmetric Advantage Capital Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. In addition to his advisory role, Mor serves as an affiliate associate professor at the University of Washington’s Department of Aeronautics and Astronautics, where he teaches and conducts research. Asymmetric Advantage Capital Management is a small registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and non-profits. The firm combines fundamental and technical analysis with a proprietary quantitative risk-management system to manage diversified and focused portfolios, offering clients documented risk-tolerance profiling and options for leverage and enhanced hedging in eligible accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
user avatar

Paul P

Series 66

Bellevue, WA

Asymmetric Advantage Capital Management, LLC

Paul Pineda is a financial advisor at Asymmetric Advantage Capital Management, LLC in Bellevue, WA, with 23 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, Pineda serves on the boards of several nonprofit organizations focused on youth services and philanthropy, including Youth Eastside Services, ScoutReach Foundation, and SeeYourImpact.org. Asymmetric Advantage Capital Management is a small registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth households, and select institutions and nonprofits. The firm employs a blend of fundamental and technical analysis alongside a proprietary quantitative risk-management system to manage diversified portfolios and focused active strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management
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