Kaunisto Capital L.L.C.

Kaunisto Capital provides discretionary and non-discretionary portfolio management and investment advice to individuals (including high net worth individuals), charitable organizations, and corporations and other businesses. The firm reports managing approximately $1.96 million in regulatory assets under management and tailors portfolios to clients’ objectives, risk tolerance, and liquidity needs.

The firm’s investment approach relies on fundamental analysis and employs both long‑ and short‑term purchase strategies with ongoing monitoring and periodic rebalancing; it may construct concentrated portfolios and, for discretionary accounts, does not accept client restrictions on specific securities. Kaunisto advises across a range of securities — including equities, ETFs (notably digital‑asset ETFs), and foreign (non‑U.S.) securities — and uses the custodian’s money‑market cash sweep as its default cash management vehicle.

Several features in the brochure are atypical for a small independent adviser: the principal discloses conducting advisory activities away from the firm’s principal office, the firm explicitly contemplates direct investment in foreign securities (including trading on foreign exchanges) and digital‑asset ETF exposure, and it relies on an institutional brokerage platform (Interactive Brokers) for custody and execution. The firm also does not vote client proxies, leaving proxy voting decisions to clients.