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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...
Overview
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
Location
Region
North America
Country
Canada
City
Madison
Corporate office
Regina, SK, Canada
Sector focus
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.
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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