Recondite Capital LLC
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About
Recondite Capital LLC provides portfolio management and financial planning services to a very small client base, advising both high‑net‑worth individuals and business or institutional clients. The firm reports ongoing supervisory management of securities portfolios for its clients and publishes investment content as part of its advisory activities.
The firm uses common AUM‑based compensation for advisory services while also charging subscription fees tied to its publications; it discloses the publication of periodicals/newsletters and offers security ratings or pricing services. Those research and pricing capabilities are presented alongside discretionary portfolio management, indicating an integration of market analysis and pricing into client service delivery.
Compared with most independent advisers, Recondite Capital’s combination of institutional portfolio management, subscription‑based publications, and security‑pricing or ratings services is uncommon. Its client roster is unusually small and the firm does not report serving non‑high‑net‑worth individual clients, a client mix that distinguishes its practice from many peers.
Client services
Fee options
Main office
Naperville IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Recondite Capital LLC · Stevens, Jason Ryan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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