Muse Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$102,440,605
Clients
11
Advisors
1
of 2 employees
About
Muse Capital Management LLC provides discretionary investment management, financial planning and consulting to a small roster of individuals, high‑net‑worth clients, trusts, estates, corporations and pooled investment vehicles. The firm operates both separately managed accounts and private funds, with fund investments governed by Offering Documents and suitability checks for accredited and qualified investors.
The firm’s investment process emphasizes diversified portfolios across ETFs, single equities and fixed income while integrating a derivatives overlay—including covered calls, call spreads, puts and put spreads—to manage risk and generate income. Muse Capital employs a mix of fundamental, technical, charting and cyclical analysis and implements portfolios on a discretionary basis consistent with client objectives and stated investment restrictions.
What is distinctive about Muse Capital compared with many peer solo advisers is its role as a sponsor and adviser to private pooled vehicles and its use of performance‑based fees for qualified clients; the brochure describes performance fee mechanics (including a high‑water mark) and the Funds’ redemption and disclosure procedures. The firm’s combination of a small client base and modestly large assets under management, direct fund sponsorship (with potential side‑letter arrangements and related conflicts), and the formal audit and custodial arrangements for the Funds are notable features highlighted in the firm’s ADV.
Client services
Expertise
Fee options
Fixed annual fees for financial planning and consulting services (specific amounts not stated).
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $25,000,000: 0.75% $25,000,001 - $50,000,000: 0.65% $50,000,001+: 0.55%
Hourly fees for financial planning and consulting services (specific amounts not stated).
Performance fees are charged for private fund investors who are Qualified Clients; terms disclosed in private placement and Fund Offering Documents.
Fee-only: Hourly fees and/or fixed annual fees for financial planning and consulting services; fees are negotiated and depend on scope and complexity.
Main office
100 Wilshire Blvd., Suite 700
Santa Monica CA 90401
Advisors at this office
1
Most active in
California · New York
Also doing business as
Muse Capital Management LLC · Muse Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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