Remloe Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Remloe Capital is a fee‑only, state‑registered investment adviser that offers discretionary portfolio management to individual and high‑net‑worth clients and states a $100,000 account minimum; as a newly formed firm it reports no assets under management as of the brochure date. The firm describes a single proprietary portfolio strategy that it applies across client accounts rather than offering multiple tailored strategies.
The investment approach is actively managed and centered on a diversified mix of exchange‑listed U.S. and non‑U.S. securities, exchange‑traded funds, and exchange‑listed derivatives (including options), with the stated ability to use margin and both hedging and risk‑taking derivative positions. The brochure notes trading across long‑ and short‑term horizons and warns that the strategy can involve higher turnover and the attendant transaction and tax considerations.
Distinctive elements include a principal with a professional trading background at a commodities firm and the firm’s explicit reliance on exchange‑listed derivatives and margin within a single‑strategy, discretionary program. The firm also recommends Interactive Brokers as a custodian, does not provide written performance reports to clients, and does not vote client proxies, leaving those duties to clients and custodians.
Client services
Expertise
Fee options
2.00% annually
Account minimum: $100,000 Fee-only: Fee-only investment advisory services; no commissions or sales fees accepted
Main office
See officeEden Prairie MN
Advisors at this office
1
Offices (2)
Most active in
Minnesota
Disclosures
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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
Advisors at this firm
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