Malcolm Capital Management LLC

Overview

Malcolm Capital Management LLC is a small, owner-operated registered investment adviser organized as a limited liability company. The firm provides fee-based portfolio management services to individuals, small businesses and institutional/business clients, charging a percentage of assets under management. Investment activity centers on publicly traded equities: the firm favors exchange-traded stocks and ETF exposure to build client portfolios and to implement tactical or core equity positions. Portfolios are managed on a discretionary basis and appear structured for liquidity and tradability rather than long-dated private placements. Malcolm Capital Management LLC does not identify itself as an active ESG investor and is not listed as a multi-state adviser or pension consultant. The adviser’s client-facing activity is concentrated on direct portfolio management rather than third-party capital allocation to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices