M

Museum Park Capital

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

Museum Park Capital provides non‑discretionary portfolio management and tailored advisory services to individuals, high‑net‑worth clients, small businesses, related entities, and retirement plans, and also offers standalone financial planning, consulting, and bespoke investment research engagements. The firm was newly registered in Illinois, had not yet onboarded advisory clients as of the brochure date, and has established an institutional custody and trading relationship with Schwab Advisor Services to support its operations.

The firm’s investment approach emphasizes long‑term, concentrated public‑equity themes grounded in seven categories of structural change (technology, demographics, government policy, geopolitics, global capital flows, macroeconomic conditions, and investor behavior) and combines top‑down thematic analysis with bottom‑up fundamental research. MPC generally targets a relatively small number of high‑conviction positions and may use mutual funds, ETFs, fixed income, precious‑metals exposure, or listed options when appropriate, and it manages accounts on a non‑discretionary basis so client approval is required before trades are executed.

Distinctive operational features include the founder’s substantial outside role as Director of Education for the Association for the Improvement of American Infrastructure, performed through a related entity (Salama Research Group), and the expectation that affiliated accounts will be managed alongside unaffiliated client accounts — conflicts MPC addresses through trade‑sequencing, monitoring procedures, and a formal Code of Ethics. MPC also offers fixed‑fee research and consulting engagements in addition to ongoing portfolio management, does not accept commissions, and does not vote client proxies, which together create an operational profile that differs from many peers.

Client services

Financial planning Portfolio management Bespoke investment research engagements

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees as described above for specific services (portfolio reviews, research, comprehensive consulting)

Other

Account minimum: $50,000 Minimum fee: $2,000 annual Investment Advisory Retainer per client relationship, billed quarterly in arrears Fee-only: Fixed fees for financial planning and consulting engagements: $1,500 for portfolio reviews/single-security research; $7,500 for comprehensive consulting and thematic research engagements

Main office

Chicago IL

Advisors at this office

1

Most active in

Illinois

Also doing business as

Museum Park Capital · Museum Park Capital LLC

Disclosures

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Business activities & affiliations

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