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MultiPolar Capital LLC

Updated today

Client AUM

$0

Clients

0

Advisors

2

of 2 employees

About

MultiPolar Capital LLC provides discretionary investment management to individuals, retirement account holders, trusts, and a range of legal entities (including LLCs, corporations, partnerships, and estates). The firm is fee‑only and limits its advisory services to portfolio management, explicitly excluding financial planning, tax, or estate planning services.

All client assets are managed in accordance with a single strategy, the MultiPolar Portfolio (MPP), a high‑conviction, concentrated, multi‑asset‑class approach that combines fundamental, thematic, and quantitative analysis and may use options for risk management and income. The MPP is managed with a rolling two‑year investment horizon and is not designed to prioritize short‑term income generation or volatility minimization.

Distinctive aspects noted in the brochure include the firm’s startup status with no current assets under management and a compact ownership structure of two co‑founders, which concentrates decision‑making and manager risk. The firm requires clients to maintain accounts at a directed custodian (Interactive Brokers) and authorizes fee deductions under DFPI‑specified safeguards, and its principals invest alongside clients—features that may enable the firm to accommodate institutional or entity clients (such as banks, insurers, governmental entities, or other advisers) that are less common among similar firms.

Client services

Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

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Fee options

Percentage

$25,000 - $99,999: 1.35% $100,000 - $249,999: 1.25% $250,000 - $999,999: 1.15% $1,000,000 - $1,999,999: 1.05% $2,000,000 - $3,999,999: 0.95% $4,000,000 - No maximum: 0.85%

Other

Account minimum: $25,000 Fee-only: Fee-only practice, no commissions, referral fees, revenue sharing, or other third-party compensation.

Main office

Martinez CA

Advisors at this office

2

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Landon S

Series 65, Series 66

Martinez, CA

MultiPolar Capital LLC

Landon Spring is a financial advisor at MultiPolar Capital LLC with Series 65 and Series 66 credentials and two years of industry experience. Prior to joining MultiPolar Capital, he worked at Graphene Capital and held various roles in sectors including logistics, health, and rare wines and spirits, as well as early positions at Morgan Stanley and Citigroup Global Markets. MultiPolar Capital LLC provides discretionary investment management to individuals, retirement accounts, trusts, and various legal entities using a single MultiPolar Portfolio (MPP) strategy. The firm's approach combines fundamental, thematic, and quantitative analysis across multiple asset classes with a rolling two-year investment horizon, and it serves clients through a fee-only model focused solely on portfolio management.

Options & derivatives strategies Active portfolio management
user avatar

Noah I

Series 65, Series 66

Martinez, CA

MultiPolar Capital LLC

Noah Intara is a financial advisor at MultiPolar Capital LLC with nine years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at firms including Graphene Capital LLC, SB Value LP, Config 27 LLC, and Morgan Stanley & Co. LLC. MultiPolar Capital LLC provides discretionary investment management to individuals, retirement accounts, trusts, and various legal entities, focusing exclusively on portfolio management through its MultiPolar Portfolio (MPP) strategy. The firm employs a high-conviction, concentrated, multi-asset-class approach with a rolling two-year investment horizon and maintains a compact ownership structure of two co-founders.

Options & derivatives strategies Active portfolio management
View complete list of advisors at this firm
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