CRD: 132339
Outlook Capital Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- SignalEagle
- Established Date
- 02-10-2005
- Office Locations
- 1
Office Locations
About Outlook Capital Management, LLC
Outlook Capital Management is a boutique, founder-led investment manager serving retail clients with discretionary, value-oriented U.S. equity portfolios. The team applies an owner’s mindset—closely studying businesses and buying large, financially strong companies when they face “big problems,” then holding patiently as fundamentals improve and trimming when sentiment turns optimistic. Strategies are delivered primarily via ETF-based SMAs, with Fidelity/NFS as a key custodian.
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Owner & Executives
DAVID ANDREW RAUB
Chief Compliance Officer, Managing Member, President
- CRD
- #2339936
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,352,953 | $871,911 |
| Non-Discretionary | $0 | -- |
| Total | $147,352,953 | $871,911 |
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Separately Managed Accounts
Total SMA Asset: $147,352,953
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,920,722,764 | 33.0% |
| Cash | $4,920,975,324 | 55.6% |
| Corporate - Investment Grade | $1,008,976,955 | 11.4% |
| Total | $8,850,675,043 | 100.0% |