MELBERTH CAPITAL

Overview

Melberth Capital operates as a small, owner-run investment advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports a client mix that includes both individual and family investors as well as some institutional relationships. Filings indicate Melberth Capital is not positioned as a capital allocator running proprietary pooled vehicles; instead it sources exposure through third-party funds and private managers. The firm does not list active ESG investing as a stated practice and does not report pension consulting or multi-state advisory registrations. Investment activity centers on managed, discretionary portfolios built largely from public mutual funds supplemented by alternative allocations. Given the firm’s size and structure, portfolios are likely constructed to be scalable and administratively efficient for a boutique adviser — using pooled vehicles where appropriate and tapping external managers for access to private or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices