Custom Funds Management LLC

Overview

Custom Funds Management LLC is a small, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm prefers equity-oriented allocations and runs client portfolios with an emphasis on exchange-traded instruments. It charges a mix of percentage-of-AUM, hourly, and performance-based fees, which allows flexibility for both ongoing advisory relationships and bespoke, performance-linked mandates. The firm does not identify as an ESG-focused manager and is not positioned as a multi-state advisory network or a capital allocator. Investment activity centers on liquid public markets, with the manager relying on exchange-traded equities and mutual funds as the core building blocks of client portfolios. The organization’s structure and custodial choices point to an approach that blends separately managed account capabilities with ETF and mutual fund sleeves to implement equity exposure, risk management and client-specific customization.

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Public Holdings

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Location & Offices