Exciten Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Exciten Capital LLC is an independent, state-registered adviser that provides discretionary portfolio management and investment advice to individuals and small businesses through separate accounts. The firm operates as a solo advisory practice and currently manages a small number of client relationships with total assets under management reported at a modest level.
The firm’s investment process is primarily quantitative, using financial data providers to drive model-based decisions and portfolio allocations among mutual funds, ETFs, individual securities and derivative strategies. Exciten Capital generally manages client accounts without tailoring services to individualized investment objectives and retains authority to use leverage, short selling and other strategies as part of its discretionary approach.
Noteworthy features relative to many peers include the firm’s use of performance-based compensation arrangements for eligible clients and its stated intention to limit the number of clients and offer services through non-public transactions. For a firm of this size, its combination of quantitative methods, access to a broad set of instruments (including private and derivative investments), and a restricted client model distinguishes it from more typical small independent advisers.
Client services
Expertise
Fee options
Up to 2% per annum (negotiable, varies among clients, generally up to 2%)
Incentive allocation generally up to 25% of net income allocated to client for the year, assessed only for "qualified clients" as defined under Rule 205-3 of the Advisers Act
Account minimum: $250,000 (waivable at firm's discretion)
Main office
La Canada CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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