A complete list of active advisors currently associated with Differential Capital LLC

Warmer can help you find a great advisor at Differential Capital LLC or one who fits your needs even better.

The firm is a fee-based, state-registered investment adviser that provides discretionary portfolio management for individuals, including high-net-worth clients. It offers three account programs (Venture, Matrix, and Lattice) and manages separate accounts invested in cash, exchange-listed equities, ETFs, options, bonds, REITs and other instruments. The adviser operates with full trading discretion and applies a mix of fundamental, technical, ETF and options analysis, using both short- and long-term strategies and offering hedging when appropriate. Some accounts are governed by incentive (performance-based) compensation arrangements—structured in accordance with Rule 205‑3—while other accounts pay asset‑based fees; the firm describes processes to mitigate side‑by‑side conflicts by differentiating time horizons and turnover across account types. Notable features include the firm’s uncommon use of performance‑based fees versus most independent peers and its relatively small, concentrated book of fully discretionary assets (about $3 million at the stated reporting date). The firm is a single-owner practice whose principal has a long history as an independent trader and also maintains a concurrent management‑consulting practice; it recommends a specific custodian (Interactive Brokers) and discloses the potential for—but currently no receipt of—soft‑dollar benefits.

To learn more about the advisors currently working at Differential Capital 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.