Multi-Family OfficeRIA · CRD 158965SEC-Registered

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Park Capital Management

Park Capital Management is an SEC-registered investment adviser in Madison, WI, registered since 2019. The firm manages $868 million in assets, with $859...

Park Capital Management logo

Park Capital Management

Park Capital Management is an SEC-registered investment adviser in Madison, WI, registered since 2019. The firm manages $868 million in assets, with $859 million on a discretionary basis. It has 9 employees and 5 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2019

AUM

Undisclosed

Location

Region

North America

Country

Canada

City

Madison

Corporate office

Regina, SK, Canada

Sector focus

Public EquitiesFixed Income

Frequently asked questions

What is the investment philosophy at Park Capital Management?

Park Capital employs a value-based, high-conviction equity strategy. It concentrates portfolios in a select number of public companies that dominate their industries and holds them through market cycles — an approach the firm calls in-house active management. They explicitly avoid market-timing and trend-chasing, relying on compounding over long time horizons.

How is Park Capital Management structured as a family office?

Park Capital is a multi-client family office, meaning it serves multiple families and individuals rather than a single founding family. It operates under the National Bank Independent Network (NBIN) platform, which provides custody and institutional infrastructure, while Park Capital retains full discretion over investment management and client advisory.

What services does Park Capital offer beyond portfolio management?

The firm advises on wealth management, tax and estate planning, and asset protection. Its model couples discretionary investment management with holistic financial planning for individuals, families, private corporations, and professionals across both retail and institutional levels.

What asset classes does Park Capital Management invest in?

Park Capital invests primarily in public equities — Canadian, U.S., and global — and global fixed income. Its three model portfolios span Canadian equity, U.S. equity, and a Global Balanced strategy that combines equities with bonds for risk-adjusted returns.

Does Park Capital Management take outside capital or co-invest alongside other firms?

Park Capital pools client capital into model portfolios rather than operating as a deal-by-deal syndicate. It does not publicly indicate direct co-investment programs, private-market funds, or participation in third-party club deals.

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