A complete list of active advisors currently associated with Ristau Capital, LLC

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

Ristau Capital, LLC is an independent, single‑advisor investment adviser that provides separately managed account portfolio management to individuals and high‑net‑worth individuals. The firm reports roughly $2.9 million in assets under management across about 15 client accounts and offers both discretionary and non‑discretionary services. The firm’s investment approach centers on concentrated equity portfolios organized into three strategies—Generals, Specials, and Activist—using fundamental analysis metrics such as P/E, EV/EBITDA, and discounted cash flow to identify undervalued and event‑driven opportunities. Portfolios are constructed without regard to a client’s other assets, can be industry‑ or issuer‑concentrated, and are managed with a long‑term perspective but with an acknowledged risk of higher volatility. A distinguishing feature is the firm’s use of performance‑based fee arrangements for qualified clients—calculated as a percentage of “New Trading Profit” with a high‑watermark mechanism and a stepped fee schedule—while non‑qualified clients pay percentage‑of‑AUM fees; performance‑fee accounts are managed side‑by‑side with AUM‑fee accounts. The combination of a small, solo practice pursuing activist shareholder tactics (including potential public 13D filings), concentrated portfolios, and the advisor’s disclosed outside part‑time employment are notable differences from many peers.

To learn more about the advisors currently working at Ristau 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.