Filon Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Filon Capital provides discretionary and non-discretionary portfolio management to individuals, high‑net‑worth clients, pooled investment vehicles, and pension and profit‑sharing plans. The firm prepares an investment policy statement for each client, monitors portfolios regularly, and may be granted trading authority to implement investment decisions on clients’ behalf.
The firm applies modern portfolio theory and quantitative analysis and concentrates its recommendations on futures while also advising on equities, fixed income, ETFs and commodities. Filon employs active techniques including short‑term trading, short sales, margin and options, and delivers regular account reporting through the client’s custodian.
Filon’s practice is notable among peers for accepting performance‑based fee arrangements with a high‑water mark and for managing pooled investment vehicles, both of which are relatively uncommon for firms in this cohort and create distinct incentive and allocation considerations. The firm requires use of a specified custodian (Interactive Brokers) and documents policies intended to address conflicts from side‑by‑side management and personal trading.
Client services
Expertise
Fee options
1.00% annually
15.00% of capital appreciation with high water mark
Main office
2600 Douglas Road, Suite 800
Coral Gables FL 33134
Advisors at this office
1
Most active in
Florida
Also doing business as
Filon Capital · Filon Capital LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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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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