Asset ManagerRIA · CRD 125708SEC-Registered

Updated:

Washburn Capital Management

WASHBURN CAPITAL MANAGEMENT INC. is an SEC-registered investment adviser in VERO BEACH, FL, registered since 2018. The firm manages approximately $254 million...

Washburn Capital Management

WASHBURN CAPITAL MANAGEMENT INC. is an SEC-registered investment adviser in VERO BEACH, FL, registered since 2018. The firm manages approximately $254 million in assets. It has 3 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

1995

Location

Region

North America

Country

United States

City

Vero Beach

Corporate office

Princeton, NJ, United States

Principals

John Washburn

Founder and Chief Investment Officer

Sector focus

Enterprise SoftwareHealthcare ServicesFinancial Services

Frequently asked questions

Who is responsible for investment decisions at the firm?

Founder John Washburn serves as Chief Investment Officer and is the central decision-maker for the portfolio. The firm is not structured as a multi-manager platform and does not delegate capital allocation across a large team of sector specialists. A small research team supports due diligence, but Washburn retains ultimate authority over position sizing and entry/exit timing.

What is the firm's known posture on co-investments or private deals?

Washburn Capital Management focuses exclusively on publicly traded securities. There is no indication the firm participates in private funding rounds, venture capital, or co-investment structures alongside external general partners. The strategy is deliberately limited to liquid public markets where the firm can build and exit positions without lock-up periods.

How does Washburn Capital Management source investment ideas?

The firm's sourcing relies on proprietary fundamental research rather than sell-side consensus or screening tools. The small team conducts primary diligence — management interviews, customer calls, and competitive analysis — often spending years tracking a company before building a position. This bottom-up, field-research model is uncommon among generalist technology fund managers who default to broker-generated idea flow.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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