724 Capital, LLC

Overview

724 Capital, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts as a capital allocator for both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Core advisory services listed on its filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm is not identified as an active ESG investor and reports relationships with other investment advisers and an insurance company. 724 Capital indicates it allocates capital to third-party managers rather than exclusively running all strategies in-house. That orientation, combined with “selection of other advisers” as an explicit service, suggests the firm uses external managers and fund vehicles as part of its client solutions.

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Public Holdings

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Location & Offices