Novice Capital LLC

Overview

Novice Capital LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals, small businesses and select institutional clients. Its compensation mixes a traditional percentage-of-assets fee with performance-based fees, which suggests arrangements that may include incentive-linked separate accounts or custom mandates. The adviser does not identify as an active ESG investor, is not multi-state, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices