A complete list of active advisors currently associated with Capco Asset Management, LLC

Warmer can help you find a great advisor at Capco Asset Management, LLC or one who fits your needs even better.

Capco Asset Management is a small team adviser that provides discretionary portfolio management to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership for which it serves as general partner. It manages assets through separate, client-owned accounts and the partnership, and has implemented a soft close on new partnership admissions while continuing to accept separate-account relationships. The firm pursues concentrated investments primarily in public equities, selected on the basis of business quality, management quality and valuation, while maintaining a broad investment charter that permits other instruments and, within the partnership, short sales and leverage. Capco generally manages accounts on a discretionary, non-customized basis and communicates performance and portfolio activity to clients through quarterly reports and occasional letters; partnership investors also receive audited financial statements. Several operational features distinguish Capco from many peers: a principal maintains an active law license, the firm operates as a private fund adviser offering investors a choice of performance‑based compensation alongside asset‑based fees, and principals co-invest alongside clients. The firm also voluntarily absorbs certain partnership expenses, permits limited borrowing in some client accounts, and requires custody through a single major custodian—practices that affect reporting, potential conflicts and the firm’s administrative structure.

To learn more about the advisors currently working at Capco Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.