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Asymmetric Advantage Capital Management, LLC

Asymmetric Advantage Capital Management, LLC. CRD 157549

A

CRD: 157549

Asymmetric Advantage Capital Management, LLC

$51.4M Total AUM
$51.4M Disc. AUM
-- 3Y CAGR
2 Employees
49 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Interactive Brokers · TD Ameritrade
Clients
Retail and Institutional
Platforms
Available
Established Date
05-17-2011
Office Locations
1

Office Locations

40 Lake Bellevue Suite 100 Bellevue WA

About Asymmetric Advantage Capital Management, LLC

Asymmetric Advantage Capital Management is a founder-owned RIA in Bellevue, WA serving retail and institutional clients with consultative portfolio construction, investment management, and personal financial planning. The firm uses an innovative, systematic approach informed by engineering and finance research, aiming to minimize downside volatility while letting upside run, with portfolios largely implemented via ETFs and public funds and custody supported by platforms such as Schwab and Interactive Brokers.

Team overview

63 AVG AGE
$25.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
15.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

Available
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Accredited Investors

Available

Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

M

MARAT MOR

Chief Executive Officer, Managing Member

CRD
#5916568
Ownership
50% but less than 75%
Available
Available
Available
PAUL M PINEDA

PAUL M PINEDA

Chief Compliance Officer, Chief Executive Officer, Managing Member

CRD
#4616313
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $51,416,560 --
Non-Discretionary $0 --
Total $51,416,560 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Total Available Available

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