Itero Capital, LLC

Overview

Itero Capital, LLC is an individual-owned limited liability company that provides portfolio management primarily for individual clients and small businesses. The firm markets itself to individuals and families and operates with a fee mix that can include a percentage of assets under management, fixed fees, and performance-based fees. Itero reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external managers; its advisory activity centers on direct portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives