A complete list of active advisors currently associated with Idylian Capital

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

Idylian Capital provides discretionary asset management to a small, primarily institutional and high-net-worth client base, including pooled investment vehicles and family offices, and offers a private fund targeted to non-U.S. investors. The firm manages a modest amount of client assets and delivers ongoing portfolio management across stocks, bonds, ETFs, REITs, options, and alternative investments. The firm’s investment process references modern portfolio theory and uses both long- and short-term strategies, with the ability to include alternative investments and tailored account restrictions; accounts are managed separately and trading is generally executed on a discretionary basis. Idylian discloses and uses performance-based fee arrangements for qualified clients and its private fund and includes illustrative performance examples in its disclosure materials, while noting procedures intended to mitigate allocation and incentive conflicts. What is atypical for a firm of this size is the combination of pooled vehicle and private fund advisory activity focused on non-U.S. investors, along with an emphasis on advertised performance illustrations and performance-based compensation. The firm’s principals bring advanced finance and economics training and experience at institutional investment organizations and also maintain other business activities (quantitative consulting and rental property management), which may affect capacity and engagement models.

To learn more about the advisors currently working at Idylian Capital, 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.