A complete list of active advisors currently associated with Klosters Capital

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

Klosters Capital is an SEC‑registered investment adviser that manages portfolios for a limited roster of individual and institutional clients, providing both discretionary and non‑discretionary services including customized portfolio management, family wealth consulting, private equity advisory, sub‑advisory services and third‑party account aggregation and reporting. The firm constructs client portfolios across public and private markets and may allocate to independent third‑party managers or model portfolios while maintaining the direct contractual relationship with clients. The firm employs an open‑architecture investment process that draws on charting, fundamental, technical and macro analysis to tailor asset allocation and security selection to each client’s objectives; strategies may include equities, fixed income, REITs, commodities, structured products, alternative investments and the use of derivatives, margin and short sales. Klosters also uses artificial intelligence tools to assist with research, screening, due diligence and reporting under a documented AI governance policy that requires human review of AI‑generated output before reliance. Distinctive features include a concentrated client base with a notable non‑U.S. presence and an affiliation with a related adviser registered in Spain, as well as the firm’s emphasis on non‑discretionary advisory relationships and direct private equity deal sourcing subject to its due diligence. The brochure also discloses a written promoter arrangement that compensates a referrer with a percentage of advisory fees, and the firm provides sub‑advisory oversight of third‑party managers while retaining the ability to terminate those relationships on clients’ behalf.

To learn more about the advisors currently working at Klosters 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.