Spondeo Capital, LLC

Overview

Spondeo Capital, LLC is an independent, California-registered wealth advisory firm organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its core service set covers financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not position itself as a capital allocator and does not emphasize ESG investing. Spondeo appears to operate as a small, client-focused adviser that pairs discretionary portfolio management with planning and consulting services for a mixed client base. Its product mix and reported asset composition point to a primary emphasis on public market equity exposure supplemented by allocations to private-market and alternative strategies managed by third parties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices