Mindstate Capital LLC

Overview

Mindstate Capital LLC is a boutique registered investment adviser that provides discretionary portfolio management to individual and family clients and small businesses. The firm runs a concentrated, equity-focused approach: its filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios, deployed through separately managed accounts and pooled mutual fund exposure when appropriate. Fees are charged as a percentage of assets under management, and the firm operates with a small client base, suggesting tailored portfolio construction and hands-on relationship management rather than a mass-market product. Mindstate Capital combines traditional long equity exposure with outsourced alternative allocation through third‑party hedge funds to address diversification and downside management. The adviser does not position itself as an ESG-active manager on filings, and it does not identify as a multi-state or pension consultant adviser.

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Public Holdings

Investments & Alternatives

Location & Offices