A complete list of active advisors currently associated with Muse Capital Management LLC
Warmer can help you find a great advisor at Muse Capital Management LLC or one who fits your needs even better.
Muse Capital Management LLC provides investment management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, corporations, and pooled investment vehicles. The firm manages separately managed accounts and serves as sponsor and adviser to private funds, including Muse Multi‑Strat Fund LP and AXONIC – ACRE II, and reports approximately $103.8 million in assets under management across a small client base. Portfolios emphasize diversified allocations across ETFs, single equities, fixed income and may include mutual funds, U.S. Treasuries and options, with a derivative overlay that can include selling covered calls, call spreads, puts and put spreads. Muse Capital applies a mix of fundamental, technical, charting and cyclical analysis and provides discretionary SMA management while permitting SMA clients to invest a portion of their accounts in the firm’s own funds. Notable distinctions include acting as general partner and fund sponsor for pooled vehicles and charging performance‑based fees to qualified clients subject to a high‑water mark, with fund investors required to be Accredited Investors and Qualified Clients and the offering documents allowing potential side‑letter arrangements. The firm also discloses that it advertises hypothetical and performance results for its strategies and has applied for SEC registration as a large adviser—features that are uncommon for solo independent advisers and that the firm addresses in its offering materials.
To learn more about the advisors currently working at Muse 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 |
|---|---|---|
Santa Monica, CA
| 12
| |
Santa Monica, CA
| 2
|
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