Albatrox Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Albatrox Capital provides portfolio management and advisory services primarily to family offices, institutional clients, other investment advisers, and high-net-worth individuals, and also offers consulting arrangements to other advisory firms on a negotiated basis. The firm’s written process includes preparing an Investment Policy Statement for each client and delivering ongoing discretionary management of stocks, ETFs, real estate, fixed income, and private placements.
The firm’s investment approach combines fundamental analysis, modern portfolio theory, quantitative analysis, and market-level research, and it documents client risk tolerance and investment restrictions in the Investment Policy Statement. AC generally exercises discretionary trading authority, may aggregate trades across accounts for execution, and states a fiduciary obligation to seek fair and equitable allocation of investment opportunities.
What is notable about this firm is its early-stage profile: it was formed in 2022, operates with a single management person, and reported no discretionary or non-discretionary assets under management as of 03/01/2023. The firm’s offering mix—including advisory consulting to other advisers, use of private placements and legacy venture positions, and acceptance of occasional soft-dollar research from brokers—is atypical for a manager of this size and is disclosed alongside its stated policy not to accept performance-based fees.
Client services
Portfolio management
Expertise
Real estate investing
Occupation focus
Founder/Business Owner
Demographic focus
Young Professionals
Fee options
$0 - $500,000: 1.25% $500,001 - $5,000,000: 1.00% $5,000,000+: 0.90%
Account minimum: No account minimum for any of AC’s services
Main office location
Albatrox Capital
Kirkland WA, United States
Number of offices
1
Most active in
Albatrox Capital has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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