Haddock Capital LLC

Overview

Haddock Capital LLC is a very small, owner-operated investment adviser organized as an LLC. The firm focuses on discretionary portfolio management for individuals and small businesses, and it also provides portfolio management to businesses or institutional clients on a limited scale. Compensation comes from a combination of a percentage of assets under management and performance-based fees, which indicates the firm may structure client relationships that tie part of its pay to investment results. Haddock Capital does not identify as an ESG investor, is not registered as a multi-state adviser, and is classified as an unclassified adviser under its filing. The firm’s asset mix and client makeup point to a concentrated practice working with a handful of clients rather than a scaled, multi-state RIA.

Assets & Accounts

Location & Offices