COX Capital Management

Overview

COX Capital Management is a small, SEC-registered advisory firm that focuses on portfolio management for pooled investment vehicles and for business or institutional clients. The firm is individually owned and has operated under SEC registration since 2010. Its client base is institutional and its activities are concentrated: managing discretionary mandates and running pooled vehicles rather than serving large numbers of retail households. The firm charges a combination of a percentage of assets under management and performance-based fees, which suggests a structure designed to align manager compensation with investment outcomes. COX Capital Management is not positioned as a broad capital allocator; instead it appears to execute concentrated strategies for a very limited set of institutional clients. The adviser does not present itself as an active ESG investor and is not a multi-state adviser.

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Investments & Alternatives

Location & Offices