A complete list of active advisors currently associated with Novice Capital LLC

Warmer can help you find a great advisor at Novice Capital LLC or one who fits your needs even better.

Novice Capital LLC is a single‑advisor registered investment adviser that provides ongoing discretionary portfolio management and prepares an Investment Policy Statement tailored to each individual or high‑net‑worth client. The firm’s brochure reports approximately $12.05 million in discretionary assets under management across five client accounts and lists investment options including equities, fixed income, ETFs, real estate funds, commodities and non‑U.S. securities. The brochure describes a fundamental‑analysis driven process and documents client risk tolerance, while employing a range of strategies such as long‑ and short‑term trading, margin, short sales, options and futures; accounts may be managed on a discretionary basis. Fees are primarily asset‑based, but for qualified clients the firm discloses a performance‑based arrangement (a 1.00% AUM fee plus a 25% performance fee subject to a high‑water mark) with clients able to elect a hurdle benchmark or a flat 6% threshold. Distinctive details in the brochure include explicit use of non‑U.S. securities and a discussion of associated foreign‑investment risks, a firm requirement that clients use Interactive Brokers as custodian, and disclosure that the adviser may receive soft‑dollar research benefits. The combination of a small, boutique client base, acceptance of performance‑based fees only for qualified (including company) clients, and active use of derivatives and international securities differentiates the firm from most solo independent advisers.

To learn more about the advisors currently working at Novice Capital 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.