# Sizemore Capital Management Sizemore Capital Management is a Fund of Funds Manager based in San Isidro, United States. ## Overview - **Organization type:** Fund of Funds Manager - **Headquarters:** San Isidro, United States - **Region:** North America - **Address:** Dallas, TX, United States - **Founded:** 2008 - **Assets under management:** Undisclosed - **Website:** sizemorecapital.com - **LinkedIn:** https://www.linkedin.com/company/sizemore-capital-management ## Regulatory record - **CRD number:** 146961 - **SEC file number:** 801-120310 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-01-20T06:00:00.000Z - **Reports private funds:** Yes - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146961 ## About Sizemore Capital Management was founded in 2008 by Charles Sizemore, who serves as the firm's Chief Investment Officer out of Dallas, Texas. The firm entered the market during the global financial crisis, positioning itself as an allocator to absolute-return strategies at a moment when many institutional investors were reassessing their exposure to public equity markets. Sizemore structured the firm around the premise that liquid alternative strategies could provide uncorrelated return streams for clients who wanted hedge fund economics without lockup structures. The firm's core strategy centers on constructing fund-of-hedge-fund portfolios that span liquid alternatives, long/short equity, global macro, and event-driven credit. Sizemore allocates across multiple hedge fund managers, selecting firms based on strategy purity, capacity discipline, and demonstrated alpha generation in their target markets. The firm's mandate includes traditional money management alongside its alternatives book, though the absolute-return allocation has defined its market positioning. The portfolio construction philosophy emphasizes low correlations to the S&P 500 and fixed-income benchmarks, targeting positive returns across multiple market environments rather than chasing beta-driven rallies. Sizemore remains a boutique operation headquartered in Dallas with a lean team structure characteristic of a founder-led investment shop. The firm has not disclosed specific underlying hedge fund managers or portfolio company positions, maintaining the manager-selection opacity typical of fund-of-funds vehicles. Its investor base is primarily individual and family wealth clients accessed through the firm's wealth management and advisory channels. Sizemore's structural differentiator lies in its founder-operated model at a scale that allows manager access without the portfolio-construction constraints that large allocators face. Unlike institutional fund-of-funds platforms that must deploy billions, Sizemore can allocate to capacity-constrained hedge fund managers who close to larger institutional flows. This boutique posture gives the firm optionality on manager selection that larger peers — forced into the largest, most accessible hedge funds — cannot replicate. ## Sectors - Hedge Funds - Private Credit - Secondaries & Special Situations ## People - Charles Sizemore — Chief Investment Officer ## Questions ### Who runs investment decisions at Sizemore Capital Management? Charles Sizemore serves as Chief Investment Officer and makes the firm's manager-selection and portfolio-construction decisions. He founded the firm in 2008 and operates it as a founder-led investment shop out of Dallas. Sizemore's background includes public commentary on macro strategy and ETF-driven allocation approaches, though his specific institutional track record prior to founding the firm is not detailed in public filings. ### Does Sizemore Capital participate in direct investments or only fund allocations? Sizemore Capital operates as a fund-of-funds allocator, selecting external hedge fund managers rather than making direct investments into operating companies or securities. The firm's stated focus is on absolute-return strategies delivered through underlying managers chosen for strategy purity and alpha generation, not direct deal-level exposure. ### What investment strategies does the firm target in its hedge fund allocations? The firm allocates across liquid alternative strategies including long/short equity, global macro, event-driven credit, and multi-strategy mandates. Sizemore's portfolio construction emphasizes low correlation to traditional equity and fixed-income benchmarks, seeking positive returns across varied market regimes rather than directional beta exposure. ## Related profiles - [New Summit Investments](https://altss.com/profile/new-summit-investments) - [Sella Venture Partners](https://altss.com/profile/sella-venture-partners) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/sizemore-capital-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology