Van Liew Capital Inc

Overview

Van Liew Capital Inc. is a small, privately held advisory corporation that manages portfolios for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and provides discretionary portfolio management for both personal and business/institutional clients. It is organized as a domestic entity and is classified as a qualified custodian rather than a capital allocator. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices