Mark V Capital

Mark V Capital Advisors LLC is a newly formed investment adviser applying to register in Missouri. It offers discretionary investment management to both individuals (including high‑net‑worth clients) and institutional clients such as family offices, trusts, and legal entities, with assets held in separately managed accounts at qualified custodians.

The firm employs a data‑driven investment process that combines quantitative and qualitative analysis and generally implements a single, unified model across client accounts, with periodic portfolio reviews and consideration of client‑specific restrictions when accepted. It may present one‑on‑one hypothetical strategy back‑tests to prospective clients (not published on the firm’s website) but requires a written package documenting assumptions, methodology, limitations, and disclaimers before any such presentation.

Noteworthy for a firm with no active SEC‑registered advisors and no regulatory assets under management at the time of its initial filing, Mark V Capital intends to use performance‑based fees for qualified clients subject to a hurdle and high‑water mark and explicitly does not act as a private fund adviser. The firm recommends Interactive Brokers as its primary custodian, provides discretionary management while declining to vote client proxies, and discloses no disciplinary history in its Form ADV filing.