PSALM CAPITAL

Overview

Psalm Capital is a small, independent registered investment adviser that runs a client-focused, equity-first investment program. The firm favors exchange-traded equities as its primary allocation vehicle and runs mostly discretionary portfolios, which suggests an active manager-driven approach to security selection and rebalancing. Client work includes financial planning and portfolio management for individuals and small businesses, with fee billing on a percentage-of-AUM basis. The adviser serves a concentrated roster of high-net-worth clients and institutions, using a mix of single-name stocks, ETFs and mutual funds for core exposure. While equities dominate the public-side allocations, Psalm Capital also places client capital into third-party alternative managers across private equity, venture capital, hedge funds and real estate when appropriate. The firm is not structured as a capital allocator — it relies on external managers for alternatives rather than operating pooled funds internally. ESG investing is not a stated focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices