Iapetus Capital, Inc.

Overview

Iapetus Capital, Inc. is a small, fee-based advisory firm focused on discretionary portfolio management for individuals, families and small businesses, with additional services for business or institutional clients. The firm charges a percentage-of-AUM fee and the business is owned by an individual proprietor. Its filings indicate a clear preference for equity-centric allocations: exchange-traded equities and ETFs are the primary building blocks of client portfolios, supplemented where appropriate by mutual funds. The firm is not identified as an active ESG investor and does not report multi-state adviser status or pension consulting as a core activity. Iapetus Capital, Inc. structures portfolios around managed, discretionary accounts rather than acting as a capital allocator to in-house private funds. Advisory work centers on tailoring equity exposures and using liquid, exchange-traded instruments for core beta and tactical positioning, with mutual funds serving as complementary or specialty sleeves.

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