A complete list of active advisors currently associated with OneThirty Capital

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

OneThirty Capital provides discretionary portfolio management primarily through pooled investment vehicles and private fund management, while also offering tailored advisory programs for individual and high-net-worth clients. The firm prepares investment policy statements and constructs model allocations to align portfolios with each client’s objectives and risk tolerance. The firm’s investment process blends fundamental and quantitative analysis with elements of modern portfolio theory, emphasizing equities but also using fixed income, ETFs, real estate funds, commodities, and private placements. Trading strategies include long and short positions, options transactions, and both long- and short-term trading, and OneThirty generally seeks discretionary authority to implement its recommendations. Distinctive features include operating a private long/short equity fund that is billed on a performance basis and is limited to qualified investors, and disclosing that it acts as general partner of that fund (creating potential conflicts of interest when recommending related investments). The firm requires use of a designated custodian (Interactive Brokers), discloses side‑by‑side management practices and trade aggregation, and reports modest discretionary assets under management relative to many managers that operate private funds.

To learn more about the advisors currently working at OneThirty Capital, 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.