A complete list of active advisors currently associated with Course 26, LLC

Warmer can help you find a great advisor at Course 26, LLC or one who fits your needs even better.

Course 26, LLC is a small advisory firm managing roughly $70.5 million for about 25 clients, primarily high‑net‑worth individuals, and it also provides investment management to pooled investment vehicles. The firm offers discretionary portfolio management for separately managed accounts and serves as investment manager to affiliated private funds. The firm employs proprietary rules to select U.S. stocks, bonds, ETFs and other instruments—generally focusing on liquid equity securities in the Russell 3000—and evaluates factors such as value, momentum, balance‑sheet strength, short interest and analyst sentiment, with typical holding periods of three months to three years. Course 26 tailors strategies to client objectives, may use options, short selling, leverage and derivatives, and charges performance‑based fees to qualified separately managed account clients and certain fund investors. What is distinctive is that Course 26 sponsors and advises private pooled funds through an affiliate that serves as general partner, including side‑letter arrangements and a carried interest (new fund investors are subject to a 5% carry), and the firm discloses and presents performance information — including predecessor and hypothetical results — in its offering materials. The brochure also discloses potential conflicts from the manager’s concurrent roles in external venture capital funds and notes operational features such as direct fee deduction (custody) and a relatively small, largely HNW client base.

To learn more about the advisors currently working at Course 26, 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.