A complete list of active advisors currently associated with GlassBead Capital Management LLC

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

Glass Bead Capital Management primarily serves high‑net‑worth individual clients through discretionary portfolio management and consulting, and it also provides a newsletter of recommendations to clients who use its advisory services. The firm manages both separate client accounts and a related pooled vehicle, acting as the investment manager to a private hedge fund under common control. Its investment process combines charting, fundamental, quantitative and technical analysis and employs a spectrum of strategies, including long and short positions, margin/leverage, and options trading, with most accounts managed on a discretionary basis. For qualified clients the firm may use performance‑based fee arrangements and applies a high‑water‑mark and allocation policies intended to address potential conflicts between performance‑fee and non‑performance‑fee accounts. Notable distinctions include its role as a private fund adviser and fund sponsor that operates alongside separately managed accounts, its retention of custody for the related fund while using a prime broker for the pooled vehicle, and its practice of requiring clients to use a specified broker‑dealer for execution. The firm also recently transitioned to SEC registration after reaching the federal threshold for regulatory assets under management.

To learn more about the advisors currently working at GlassBead 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.