Esoterica Capital LLC

Overview

Esoterica Capital LLC is a small, SEC‑registered investment adviser formed as an LLC in 2019 and owned by an individual. The firm provides discretionary portfolio management for individuals/small businesses and for investment companies, charging a percentage‑of‑AUM fee. Its client mix is concentrated: relationships are few but large, reflecting bespoke portfolio management rather than mass retail servicing. Portfolio positioning shows a meaningful allocation to cash and cash equivalents alongside targeted exposures to digital currency as an alternative. The firm is not flagged as an active ESG investor and is not classified as a capital allocator, indicating a primary focus on direct or internally managed exposures rather than broad third‑party fund selection.

Assets & Accounts

Investments & Alternatives

Location & Offices