Myrmidon Private Capital

Myrmidon Private Capital provides discretionary investment management and related advisory services to individuals (both mass‑affluent and high‑net‑worth) and to small and mid‑size groups, and it also accepts retirement/ERISA plan clients. Services include portfolio construction and ongoing monitoring across mutual funds, ETFs, individual equities and fixed‑income, as well as options, structured products and other derivatives.

The firm operates on a fee‑only, percentage‑of‑assets basis and generally manages accounts in a discretionary capacity, using third‑party research (e.g., Value Line, Morningstar, S&P, Moody’s) and client risk profiles to set strategy. Its approach combines long‑term investing with tactical short‑term trades and hedging; the brochure discloses use of options for hedging, the ability to sell short, and the potential to recommend prime‑broker or trade‑away arrangements — including borrowing and other derivatives in separately managed accounts — when appropriate.

Notable for a firm of its size, Myrmidon reports a relatively small client base (27 clients, approximately $8.8 million in AUM) while also providing fiduciary services to retirement plans and retaining the ability to implement more complex trading arrangements. The brochure also highlights operational features that differ from many peers — explicit allowance for derivatives and borrowing in managed accounts and occasional prime‑broker fixed‑income relationships — and it indicates that account review and reporting are handled by the firm’s designated reviewer.