FACTORY CAPITAL LLC

Overview

Factory Capital LLC is a newly formed limited liability company that presents itself as a capital allocator and advisory firm. The firm lists a range of advisory services that span financial planning and portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses or institutions. Its disclosures also indicate capabilities in pension consulting services and in selecting other advisers, suggesting a manager-of-managers or allocation role rather than a single-strategy boutique. The firm uses a mix of fee models — percentage-of-AUM fees alongside hourly and fixed-fee arrangements — which points to flexibility in how it engages different client types or projects. Factory Capital is not described as an active ESG investor and is not registered as a multistate adviser. The company is recorded as SEC-registered effective in 2026 and is owned by a combination of a domestic entity and an individual.

Assets & Accounts