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Asset ManagerRIA · CRD 288680State-Registered Investment Adviser

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METHODICA Investment Management LLC

METHODICA INVESTMENT MANAGEMENT LLC is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee...

Overview

METHODICA INVESTMENT MANAGEMENT LLC is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at Methodica?

Methodica's investment decisions are made by a team of portfolio managers and analysts, though the firm has not publicly named specific individuals. As a registered investment adviser, it operates under a fiduciary standard and within an established compliance framework.

How does Methodica source proprietary deal flow?

The firm does not publicly disclose any proprietary deal flow mechanism. Its investment process relies on fundamental research and allocation across public and private markets, though specific sourcing methods are not detailed in available filings or statements.

What investment stages does Methodica target?

Based on its public filings, Methodica targets investments across the capital structure, including public equities and fixed income. It also allocates to alternative investments, though specific stage preferences (e.g., growth equity, distressed) are not publicly clarified.

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