API CAPITAL, LLC

Overview

API Capital, LLC operates as a small advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm charges on a percentage-of-AUM basis in addition to hourly and fixed fees, and it maintains a single-state, non-ESG stance. Public mutual funds are the primary building blocks in client portfolios, while the firm also sources private opportunities in venture capital, private placements and real estate through third-party managers and its professional network. Industry affiliations with an accountant and a real estate broker suggest the firm supplements investment sourcing and due diligence with external technical expertise. Portfolios appear to be managed on a discretionary basis, and given the very small asset base, allocations emphasize scalable, diversified public mutual funds to achieve core exposure while selectively placing capital into less liquid, higher-return alternative strategies when appropriate for client objectives and risk tolerance.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices