Conspecta Capital, LLC

Overview

Conspecta Capital, LLC is a small, fee-based advisory firm that manages tailored portfolios for individual and family clients and small businesses. The firm's investment posture is equity-biased: exchange-traded equities form the backbone of client accounts, supplemented by mutual funds and targeted allocations to alternative asset categories. Portfolio management is delivered on a discretionary basis, suggesting managers implement tactical trades and position adjustments without client-by-client approvals. Investment activity appears concentrated and personalized. With a limited client base, the firm can run concentrated individual-stock positions alongside ETF core holdings, and it selectively allocates to third-party alternative managers for real estate, commodities and oil & gas exposure. Conspecta does not position itself as an ESG specialist and operates with a percentage-of-AUM fee model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices