Retired Capital LLC

Overview

Retired Capital LLC is a small, privately held advisory firm that combines portfolio management for individual and family clients with sponsor and management roles in pooled investment vehicles. The firm runs discretionary equity-focused portfolios while also acting as a general partner or managing member for at least one private equity vehicle. Fee arrangements include a percentage of assets under management and performance-based fees, consistent with the firm’s dual retail and pooled-vehicle activity. Investment preference tilts toward publicly traded equities as the primary liquid sleeve, supplemented by allocations to alternative strategies—including venture capital, private placements and real estate—through direct investments and third-party fund managers. The firm’s advisory activities span individually managed accounts for individuals and small businesses as well as portfolio management for pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices