Eriksen Capital Management

Overview

Eriksen Capital Management operates as a boutique advisory firm focused on portfolio management for high-net-worth individuals, families and a small number of institutional relationships. The firm shows a clear preference for equity-based strategies, with a notable tilt toward non-exchange traded equities rather than broad public-market ETFs. Its fee structure — a combination of percentage-of-AUM and performance-based fees — and the presence of an advised hedge fund point to an investment approach that seeks active alpha through concentrated positions and manager-driven strategies rather than passive indexing. With a deliberately small client base, the firm appears set up to deliver customized portfolios and direct oversight of alternative allocations. Eriksen Capital Management does not position itself as an ESG investor, is not a multistate adviser, and is not classified as a capital allocator; its core business activity is hands-on portfolio management for individuals and small businesses.

Assets & Accounts

Investments & Alternatives

Location & Offices