$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
10 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Vital vitalLegacy
- Established Date
- 03-21-2016
- Office Locations
- 1
Office Locations
-- Granite BAY CA
About DE Novo Capital LLC
De Novo Capital LLC is an independent investment manager in Granite Bay, CA, running separately managed stock portfolios built from in-house, value-oriented research. The firm seeks results that can differ materially from broad markets through disciplined security selection. Portfolios are overseen by a former lawyer who invests client assets alongside his own; accounts are custodied at Interactive Brokers.
Team overview
46 AVG AGE
$2.8M AVG AUM / ADVISOR
$707.8K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Capital
Client Personas
Wave ridge
Custodian
Frontier Vertex Alpha
Investment Vehicles
Alpha
Services
Unison Meridian signal Pioneer horizon Fusion Foundation catalyst
Technology
Vertex timber Wave glacier
Owner & Executives
Gregory Scott Shea
Managing Member, Portfolio Manager
- CRD
- #6607066
- Ownership
- 75% or more
(277) 703-8476
vertex.foundation@elementcapital.com
in linkedin.com/in/momentum-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,831,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,831,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,831,000
Equity - Exchange:
58.3% Cash:
41.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,012,544,061 | 58.3% |
| Cash | $724,238,205 | 41.7% |
| Total | $1,736,782,266 | 100.0% |