PROCAPITA PARTNERS, LLC

Overview

Procapita Partners, LLC is an independent registered investment adviser organized as an LLC and operating since 2019. The firm serves individual and family clients, positioning itself as a hands-on adviser that offers financial planning, portfolio management for individuals and small businesses, manager selection and educational seminars. It bills clients through a mix of percentage-of-AUM fees, hourly charges and fixed-fee arrangements. As a small, privately owned advisory practice that identifies as a capital allocator, Procapita deploys both traditional pooled vehicles and third‑party alternative managers. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not serve as a pension consultant. It also maintains an industry affiliation with an insurance company, which aligns with its use of annuities alongside other investment products.

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Investments & Alternatives

Location & Offices