Relativity Capital Advisors, LLC

Relativity Capital Advisors is a small registered investment adviser that serves primarily individual clients, including both high-net-worth and non‑HNW households, through continuous portfolio management and financial planning. The firm’s team of two advisors manages roughly $22.8 million across about 95 client relationships and typically requires a $250,000 minimum but may accept smaller accounts in certain circumstances.

The firm combines technical and fundamental analysis to construct portfolios, using longer‑term core positions alongside shorter‑term trend trades and occasional use of options, hedges and inverse funds. It also operates a proprietary, rules‑based Quantitative Strategy that the firm treats as confidential trade secret intellectual property; that strategy generally trades a modest number of times per year and can concentrate activity in more volatile periods.

Noteworthy for a firm of this size, Relativity Capital maintains a formal trade‑secret protection policy and discloses two distinct access paths to its Quantitative Strategy: existing clients can access it under an asset‑based loyalty arrangement while new clients are offered access under a performance‑based structure limited to “qualified clients.” The firm acknowledges the potential conflicts and key‑person risk arising from these arrangements and describes allocation, aggregation and quarterly review procedures intended to address fairness across accounts.