Geddi Capital LLC

Overview

Geddi Capital LLC is a small, independent registered investment adviser focused on serving individuals and families, with advisory work that emphasizes financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and operates as an owner-managed limited liability company. Geddi Capital positions itself as a conventional advisory practice: the bulk of client assets are invested in publicly traded pooled vehicles rather than bespoke private investments, and the firm reports it is not an active ESG investor. Investment activity centers on manager-driven public funds and mutual funds as the primary building blocks of client portfolios. The firm’s scale and client base suggest a focus on straightforward, cost-conscious implementations—core mutual funds for equity and fixed-income exposure and use of model or separately managed account wrappers where appropriate. Geddi Capital does not present itself as a capital allocator to private funds at scale.

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Location & Offices