Homewood Capital Management East LLC

Overview

Homewood Capital Management East LLC is a small, independent registered investment adviser focused on individual and family clients and small businesses. The firm combines discretionary portfolio management with financial planning and charges clients by a percentage of assets under management and by hourly fees. Its investment approach leans toward equity-heavy portfolios—exchange-traded equities represent the largest portion of assets—and the practice appears set up to manage concentrated, actively monitored accounts rather than large institutional mandates. The firm is structured as a limited liability company owned by an individual and is not positioned as a multi-state or pension consultant adviser. Homewood Capital Management East LLC is not an active ESG investor and maintains an industry affiliation as a real estate broker, which can expand its ability to source or advise on real estate-related opportunities for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices