MELIORA CAPITAL

Overview

Meliora Capital is an independent registered investment adviser that began SEC registration in 2020 and serves a mix of high-net-worth individuals, families and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses as well as for business or institutional accounts, and runs educational seminars and workshops. Its fee model blends a percentage-of-AUM approach with hourly charges for planning or advisory work. Investment activity is tilted toward liquid equity exposure: exchange-traded equities are the primary vehicle for client portfolios, supported by mutual funds where appropriate. Meliora Capital is not marketed as an ESG-focused manager and is not structured as a multistate adviser. Beyond standard advisory work, the firm acts in sponsor/GP/ managing member roles for pooled investment vehicles, which indicates direct involvement in creating or managing private investment structures alongside its advisory business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices