HDS Capital Management, Inc

Overview

HDS Capital Management, Inc. is a small, owner-run corporate RIA that focuses on discretionary portfolio management for individuals and families, as well as small business clients. The firm bills on a percentage-of-assets basis and emphasizes equity exposure: its filings show a clear preference for exchange-traded equities as the primary building block of client portfolios. HDS does not characterize itself as an active ESG investor and operates without multi-state adviser status. Discretionary management is the dominant operating mode, which suggests portfolio construction and trading decisions are typically handled by the adviser rather than by clients. Investment activity centers on liquid public-market exposure supplemented by externally managed alternative strategies and fixed-income sleeves. The firm’s profile and custody relationships indicate a mix of separately managed accounts and pooled vehicles, with an emphasis on readily traded equities and ETFs for core allocations and external managers to provide access to non-core or less liquid strategies.

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