A complete list of active advisors currently associated with MindState Capital LLC

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

Mindstate Capital is a small, registered investment adviser managing roughly $70 million for about 16 clients and generally serves high‑net‑worth individuals, trusts, and other legal entities with a typical account minimum of $250,000. The firm provides discretionary portfolio management, conducting individualized analysis and ongoing supervision and rebalancing of client accounts. The firm combines fundamental research with quantitative optimization and computer models to construct client-specific portfolios using mutual funds, ETFs, individual equities and fixed income. It also implements derivatives strategies — including buying and selling options, covered calls, collars and straddles — in separately managed accounts for clients who elect those strategies, a practice that is uncommon among similarly sized peers. Mindstate’s boutique scale and limited client roster result in advisor-led oversight and periodic (at least quarterly) reviews rather than broad productized services, and it does not charge performance-based fees or participate in wrap programs. The firm maintains institutional custodial relationships that provide trading, research and operational services to the adviser; those arrangements can affect execution, available share classes and potential conflicts of interest and are disclosed in its brochure.

To learn more about the advisors currently working at MindState Capital 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.