Calabash Asset Management, LLC

Overview

Calabash Asset Management, LLC is an independent registered investment adviser formed as an LLC and operating with an individual owner. The firm provides fee-based portfolio management and financial planning to both individual and family clients and a limited range of institutional or business clients. Its advisory services include separate account portfolio management, management of pooled investment vehicles and publication/education activities such as newsletters and workshops. Investment activity is concentrated on public equities, with the adviser expressing a clear preference for exchange-traded instruments within its separately managed account work. The firm charges either a percentage of assets under management or fixed fees depending on client engagement. Calabash does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant. It has an affiliation profile that includes sponsoring or acting as a general partner/managing member for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices