Capitalade

Overview

Capitalade is a Hawaii-registered limited liability company that provides portfolio management for both individuals/small businesses and for business or institutional clients. The firm is owned by an individual and operates on a fee model that combines a percentage-of-assets-under-management schedule with the ability to charge performance-based fees. Capitalade does not self-identify as a capital allocator and reports that it is not an active ESG investor. Business activity is narrow and advisory-focused rather than broad-based consulting: the firm lists portfolio management for private clients and for organizations as its primary services. It is state-registered in Hawaii and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices