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Tampa, FL Office

Team
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Capco Asset Management, LLC logo

Capco Asset Management, LLC

Team

Firm-wide stats for Capco Asset Management, LLC

Total advisors

5

Across 3 offices

Clients per advisor

16 Very Low

Avg AUM per client

$3,757,896 Very High

HNW client ratio

79% Very High

About

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.

Based on Capco Asset Management, LLC

Expertise

Concentrated stock management

Based on Capco Asset Management, LLC

Location

101 E Kennedy Blvd # 1425

Tampa FL 33602

Advisors at this office

3

Advisors at this office

user avatar

Christopher H

Tampa, FL

Capco Asset Management, LLC

Christopher Harrell is a financial advisor with Capco Asset Management, LLC in Tampa, FL, holding 21 years of industry experience. He has been with Capco Asset Management since 2004. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach focused on business quality, management quality, and valuation, supported by primary research and direct engagement with company management.

Concentrated stock management
user avatar

Paul L

Series 63, Series 65

Tampa, FL

Capco Asset Management, LLC

Paul Lind is a financial advisor at Capco Asset Management, LLC in Tampa, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at Sungard since 2000. Capco Asset Management provides discretionary investment management to individuals, partnerships, trusts, and charitable entities through separate accounts and a pooled investment partnership. The firm employs a concentrated, fundamentally driven equity approach emphasizing business and management quality, valuation, and primary research, and offers both traditional and performance-based fee structures.

Concentrated stock management
user avatar

William H

Series 65

Tampa, FL

Capco Asset Management, LLC

William Harrell Jr. is a Series 65-licensed financial advisor with 22 years of experience, all of which have been with Capco Asset Management, LLC in Tampa, Florida. He is part of a five-advisor team at the firm. Capco Asset Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, and to pooled investment vehicles through a private investment partnership. The firm focuses on concentrated investments in public equities selected for business quality, management quality, and valuation, and incorporates operational features such as co-investment by principals and a choice of performance-based or asset-based fees.

Concentrated stock management
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