A complete list of active advisors currently associated with Third Eye Capital Management, LLC
Warmer can help you find a great advisor at Third Eye Capital Management, LLC or one who fits your needs even better.
Third Eye Capital Management provides discretionary portfolio management primarily to high‑net‑worth individuals and acts as general partner and investment manager for a private pooled vehicle, while also offering separately managed accounts. The firm reports about $244 million in assets under management across roughly 25 clients and operates under a single principal who combines a medical practice with investment management responsibilities. The firm’s investment approach is equity‑biased and options‑driven, emphasizing S&P 500 exposure via ETFs and generating income through writing weekly and monthly SPX options, while retaining the ability to use leverage, short positions and a broad set of derivatives. Separately managed accounts are managed to mimic the fund’s strategies on a discretionary basis, with custody and trade execution arranged through Interactive Brokers and positions monitored frequently. Distinctive features include an unusually high AUM per advisor for a small advisory firm and its role as a private fund adviser that manages pooled vehicles and applies a quarterly performance allocation subject to a high‑water mark, along with lock‑up, gate and withdrawal provisions disclosed in the fund offering. The manager’s continuing clinical practice and long history of personal trading, together with the firm’s explicit focus on accredited and high‑net‑worth investors rather than non‑HNW retail clients, further distinguish its client mix and operational profile from many peers.
To learn more about the advisors currently working at Third Eye Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Miami Beach, FL
| 8
|
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