Interval Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Interval Capital Management LLC is a small, independent registered investment adviser that provides discretionary portfolio management to individuals, high-net-worth clients, and businesses. The firm manages separate accounts totaling roughly $7.15 million across a handful of clients and generally requires a minimum account opening balance (published as $250,000, negotiable).
The firm's investment approach emphasizes the systematic use of derivatives—primarily equity and broad-based index options—either as a primary portfolio construction tool or as an overlay to equity positions. It combines technical and fundamental analysis with active risk management, using near- to mid-term option spreads, selling out‑of‑the‑money options with defined‑risk buys, and strategies such as covered calls and cash‑covered puts to moderate directional exposure.
What is distinctive for a solo independent adviser is the intentional implementation of options-driven strategies within separately managed accounts, a practice that is uncommon among peers. The firm’s principal has engineering and computer‑science graduate degrees and prior technology‑industry experience, which the adviser applies to systematic entry/exit rules and tailored risk thresholds across a small, discretionary client base.
Client services
Expertise
Fee options
Up to 2.0% per year, annual fee billed quarterly in arrears based on average month-end market values
Account minimum: $250,000 (may be negotiable)
Main office
Las Vegas NV
Advisors at this office
1
Most active in
California · Nevada · Texas
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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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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