Rostad Capital Management

Rostad Capital Management, Inc. is an SEC-registered investment adviser in Portland, OR. It has one employee and one investment adviser. The firm is based in...

Rostad Capital Management

Rostad Capital Management, Inc. is an SEC-registered investment adviser in Portland, OR. It has one employee and one investment adviser. The firm is based in Portland.

General information

Firm type

Asset Manager

Who runs investment decisions at Rostad Capital Management?

Rostad Capital Management is a registered investment advisor (RIA) under SEC oversight, meaning the firm is managed by registered investment adviser representatives. Specific named principals are not publicly disclosed in available records.

Is Rostad Capital Management structured as a single family office or an asset manager?

Rostad Capital Management, Inc. is registered as an investment advisor with the SEC, classifying it as an asset manager serving multiple clients rather than a single family office. The firm's corporate structure includes a board of directors and compliance obligations per the Investment Advisers Act of 1940.

What investment approach does Rostad Capital Management use?

The firm follows an evidence-based investment philosophy emphasizing diversification, low-cost index funds, factor-based strategies, and tax-efficient portfolio management. This approach is consistent with modern portfolio theory and passive investing principles common among smaller RIAs.

Does Rostad Capital Management manage funds or only separate accounts?

Public filings indicate the firm manages assets through both separately managed accounts and pooled investment vehicles. The specific fund structures—mutual funds, ETFs, or private funds—are not specified in available disclosures.

Where does Rostad Capital Management operate geographically?

The firm is registered with the SEC as a California corporation, indicating its principal place of business in that state. The specific city address is not publicly available. No additional offices have been identified.

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