A complete list of active advisors currently associated with Mathematica Capital Management, LLC
Warmer can help you find a great advisor at Mathematica Capital Management, LLC or one who fits your needs even better.
Mathematica Capital Management is an independent registered investment adviser that manages a private pooled vehicle (Mathematica Global Equity Fund, LP) and separately managed accounts for high‑net‑worth individuals, trusts, businesses, pension or profit‑sharing plans and fund‑of‑funds. The firm acts as general partner and investment adviser to the Fund and offers separately managed accounts that can either mirror the Fund’s strategy or follow different model specifications. The firm employs a model‑oriented, quantitative investment approach using computer models for stock selection, portfolio construction and risk management, with a multi‑strategy mix that emphasizes short‑term reversal and momentum signals and may include fundamental overlays. Strategies focus on highly liquid equities and ETFs and can involve frequent trading, short selling and options, with portfolio turnover measured in days. Compared with many small independent advisers, Mathematica is notable for operating a private fund and using performance‑based compensation for that pooled vehicle while also serving corporate and institutional clients and pension plans. The firm discloses use of a prime brokerage arrangement and regular performance reporting to investors, and it has placed a substantial portion of a firm‑related retirement plan into the Fund, which may be material for prospective investors to consider.
To learn more about the advisors currently working at Mathematica 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.
Name |
Location |
Years of experience |
|---|---|---|
Sausalito, CA
| 23
|
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