Confido Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 5 employees
About
Confido Capital, LLC is a small state‑registered investment adviser that primarily manages a related private fund, the Confido Multi‑Asset Premium Fund, LP, and offers asset management and alternative/private investment advisement to high‑net‑worth and accredited investors. The firm also provides retirement plan and IRA rollover recommendations and states it will act as an ERISA/IRC fiduciary when delivering that advice.
The firm’s investment approach for the fund emphasizes a risk‑controlled, income‑oriented strategy that blends global bonds as an anchor with tactical asset‑class rotation, option‑writing, and credit selection, and it may employ limited leverage managed in a net range of 0–2x. For alternative investments Confido combines qualitative and quantitative analysis, offers a rotating quarterly “catalog” of private investment opportunities through third‑party platforms (e.g., iCapital), and provides consultative services for private placements held outside those platforms.
Compared with peers that primarily manage pooled vehicles, Confido is distinctive for expressly addressing retirement‑plan rollover fiduciary obligations and related conflicts of interest alongside operating a proprietary private fund it recommends to clients while disclosing mitigation procedures. The firm’s combination of a single‑advisor structure, active options/income program, reliance on third‑party private‑asset platforms, and a $1,000,000 typical fund subscription requirement stands out for a manager with approximately $10 million in AUM.
Client services
Expertise
Fee options
$0 - $200,000: 1.00% $200,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
20% incentive fee on profits above ICE BofA US 3-month Treasury Bill Index with high-water mark for Confido Multi-Asset Premium Fund, LP; only qualified clients with minimum $1,100,000 AUM or $2,200,000 net worth eligible.
Main office
Palos Verdes Estates CA
Advisors at this office
1
Most active in
California
Also doing business as
Confido Capital · Confido Capital, LLC
Disclosures
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Other specialized services
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