Wangchuk Capital, LLC

Overview

Wangchuk Capital, LLC is a small, owner-operated investment adviser formed as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and can also structure performance-based fees, and it manages client assets on a discretionary basis. Investment activity is tilted toward publicly traded equities — exchange-traded securities make up the largest single asset holding — with mutual funds used alongside them for broader exposure. The adviser is not positioned as an ESG-focused manager, and it does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices