MultiPolar Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
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
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)