Wata Capital LLC

Overview

Wata Capital LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients, along with small-business portfolios. The firm’s advisory work centers on financial planning and discretionary portfolio management, with a clear tilt toward equities. Investment activity emphasizes exchange-traded instruments as the primary building blocks of client portfolios, supplemented by allocations to third‑party hedge funds. Compensation is flexible — the firm uses a mix of percentage-of-AUM fees, fixed fees and performance-based arrangements, a structure that aligns with the use of performance-fee vehicles in the alternatives sleeve. Wata Capital is not positioned as a capital allocator and does not present itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices