MASTERPIECE CAPITAL, LLC

Overview

Masterpiece Capital, LLC is an independent registered investment adviser formed as an LLC in 2017 that serves high‑net‑worth individuals and families. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Its fee arrangements include percentage‑of‑AUM and fixed‑fee engagements. Filings show the firm is not an ESG‑focused manager and it does not present itself as a multi‑state adviser. Investment style leans toward manager selection and pooled vehicles rather than pure in‑house single‑stock strategies. The largest public allocation is to mutual funds and other pooled public funds, while the firm also deploys capital to third‑party alternative managers across private equity, venture capital, hedge funds, real estate, commodities and collateralized debt. That mix indicates a hybrid approach: core exposure through public funds with selective use of illiquid alternatives to augment return and diversify risk.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices