Wallace Hart Capital Management

Overview

Wallace Hart Capital Management is an independent registered investment adviser organized as an LLC and operating since 2017. The firm serves both individual and family clients as well as institutional investors, offering financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Its pricing includes a percentage-of-AUM fee schedule with the ability to charge performance-based fees on certain mandates and funds. The firm is not positioned as an ESG investor. Wallace Hart also participates in sponsor and managing-member roles for pooled vehicles, and lists accounting and GP responsibilities among its industry activities. That combination suggests the firm operates beyond pure advisory mandates into active fund management and administration for at least some of its vehicles.

Assets & Accounts

Public Holdings

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Location & Offices