Asymmetric Advantage Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,377,455
Clients
48
Advisors
2
of 2 employees
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
Expertise
Fee options
Fixed fees for financial planning range from $300 to $5,000 depending on complexity
$0 - $1,000,000: 1.50% annually $1,000,000+: 1.00% annually
$300 per hour for financial planning services
20.0% of capital gains or capital appreciation, charged annually with a high-water mark, applicable only to qualified clients
Account minimum: $1,000,000
Main office
40 Lake Bellevue, Suite 100
Bellevue WA 98005
Advisors at this office
2
Most active in
Texas · Washington
Also doing business as
Asymmetric Advantage Capital Management · Asymmetric Advantage Capital Management, 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.
Forms ADV
Advisors at this firm
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.
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.
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