Wilde Capital Management, LLC
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About
Wilde Capital Management provides discretionary portfolio management primarily for individuals while also serving a small number of institutional and charitable clients (insurance companies, foundations, endowments, donor-advised funds and other RIAs). The firm manages about $10.2 million across roughly 47 client relationships and offers ongoing services that include an Investment Policy Statement, regular monitoring, and participation in wrap-fee programs.
The firm uses a mix of analytical techniques — including fundamental, technical, quantitative and modern portfolio theory — and implements globally diversified, tactically managed strategies (Core, Disciplined Yield, ESG and an unconstrained V-Strategy). Wilde Capital typically seeks discretionary trading authority, may require or recommend specific custodians, and documents client risk profiles and objectives before implementing portfolios.
Distinctive features include the firm’s acceptance of performance-based fees for qualified clients (an annual management fee plus a 10% performance fee measured against the HFRI Equity Hedge Total Return Index), and its explicit policies for managing the potential conflicts that arise from running both performance- and asset-fee accounts. It also maintains a small adviser team that supplements firm research through registered-analyst relationships with an independent research provider (with disclosed outside compensation and time commitments), and supports strategy access through multiple custodial platforms.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% $100,001 - $700,000: 1.75% $700,001 - And Up: 1.50%
Annual fee of 1% of assets under management plus 10% performance fee on excess return above the Hedge Fund Research HFRI Equity Hedge Total Return Index (only for Qualified Clients). Performance fee applies only if returns exceed benchmark.
Account minimum: $5,000 (may be waived)
Main office
1300 East 9th Street Suite 750
Cleveland OH 44114
Advisors at this office
2
Most active in
New Jersey · Ohio
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
Quick links
Advisors at this firm
Mark S
Series 63, Series 66
Cleveland, OH
Wilde Capital Management, LLC
Mark Sloss is a financial advisor at Wilde Capital Management, LLC in Cleveland, OH, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Wilde Capital Management since 2016 and is also involved in several other business activities, including founding Regenerative Investment Strategies, LLC, a management consulting firm focused on ESG business and marketing strategy, and serving as president of Northbranch Records, LLC, which sells professional musical instruments. Additionally, Sloss works as a registered analyst with Cirrus Research, LLC, and serves as chief strategist and acting CFO for HEALRWORLD, LLC, a company developing ESG data and utilization strategies. Wilde Capital Management provides discretionary portfolio management primarily for individual clients while also serving institutional and charitable clients. The firm employs a combination of fundamental, technical, quantitative, and modern portfolio theory to implement globally diversified, tactically managed strategies, and offers performance-based fee structures for qualified clients.
Douglas W
Series 63, Series 66
Cleveland, OH
Wilde Capital Management, LLC
Douglas Wilde is the managing partner of Wilde Capital Management, LLC in Cleveland, Ohio, with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at UBS Financial Services and several other firms. Wilde is also a registered analyst with Cirrus Research, LLC, where he contributes to investment research and portfolio construction. Wilde Capital Management provides discretionary portfolio management primarily for individuals, as well as select institutional and charitable clients. The firm employs a range of analytical techniques to implement globally diversified, tactically managed strategies and offers services including Investment Policy Statements, ongoing monitoring, and wrap-fee program participation.
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