A complete list of active advisors currently associated with Domo Capital Management, LLC
Warmer can help you find a great advisor at Domo Capital Management, LLC or one who fits your needs even better.
The firm provides discretionary investment management primarily to individual clients and also manages assets for a small number of institutional and charitable entities, including foundations, endowments, trusts, and other organizations. It oversees roughly $25 million across about 138 discretionary accounts and does not sponsor wrap fee programs. DOMO follows a concentrated, value-oriented all-cap strategy (the DOMO Concentrated All Cap Value Composite), typically holding fewer than ten positions and seeking companies trading at discounts where identified catalysts could restore valuation; the firm indicates it looks for investments that could appreciate roughly 50% within a three-year horizon. Portfolio management is discretionary, based on a consistent research process that includes reading quarterly and annual reports and financial reviews, and the firm may use cash or short ETFs tactically while rebalancing and monitoring accounts regularly. Compared with many independent peers, the firm publishes a named performance composite and references third‑party performance verification practices (GIPS) and provides quarterly performance reporting, which is uncommon for similarly sized advisers. It is also notable that, despite a client base concentrated in individuals, the firm accepts charitable and institutional clients and operates a highly concentrated, catalyst-driven mandate rather than a broadly diversified or index‑tracking approach.
To learn more about the advisors currently working at Domo Capital 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.
Name |
Location |
Years of experience |
|---|---|---|
Waukesha, WI
| 18
|
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