Mctaggart Capital, LLC

Overview

Mctaggart Capital, LLC is a small, individually owned advisory boutique that focuses on discretionary portfolio management for individual and family clients, and small businesses. The firm charges a percentage-of-AUM fee and favors direct exposure to exchange-traded equities as its primary allocation. It is not positioned as an ESG-driven investor, does not operate as a multi-state or pension consultant, and does not present itself as a capital allocator or related-adviser network. Investment activity is concentrated and hands-on: the advisory mandate is discretionary, meaning portfolio decisions are executed by the firm rather than the client. Given the firm’s client base and asset size, the approach appears tailored and concentrated on liquid, listed instruments to meet the needs of individual and family accounts. The firm also lists hedge funds among its alternative exposures, indicating selective use of third-party alternative managers alongside its equity-heavy mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices