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

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

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.

To learn more about the advisors currently working at Interval 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.