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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2016
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 4 clients, or 4 clients per representative. That equates to $707.8K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Custodian
- Investment Vehicles
- Services
- Technology
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The full DE Novo Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Gregory Scott Shea
Managing Member, Portfolio Manager
- CRD
- #6607066
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
DE Novo Capital LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.