Services

De Novo Capital LLC manages equity portfolios for clients via Separate Managed Accounts (SMAs).

All client assets are held in separate accounts at an independent custodian and held in the client’s name.
Accounts are managed with discretionary trading authority, meaning De Novo Capital will buy and sell investments without prior approval from clients. De Novo Capital has no access to withdraw client funds.
Minimum account size is $50,000.
Clients can view their portfolio, trades, and account value at any time.
There is no lockup or minimum time period and clients may close their accounts at any time. However, as long term investors we recommend clients have a minimum 3 to 5 year time horizon, and preferably longer.
We can manage various account types, including individual, joint, IRA, Trust, or institutional.
Advisory fees are established in the Investment Advisory Agreement and are withdrawn by the custodian, Interactive Brokers, automatically each quarter based on the agreed upon amount. Advisory fees are based upon a percentage of assets under management, which incentivizes De Novo Capital to protect and grow your assets.

Because we believe in focusing on what we do best, De Novo Capital provides portfolio management services only, and does not provide financial planning services.

(916) 751-6421
[email protected]

Contact Us
We’re based in
Granite Bay, CA
[email protected]

Disclaimer

De Novo Capital LLC (“De Novo Capital”) is registered as an investment adviser with the state of California. Registration with the Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. This website is intended only for persons in jurisdictions where De Novo Capital is authorized to provide investment advice, and no content should be construed as an offer to provide investment advisory services in any location where such offer would be unlawful. Provision of information about De Novo Capital’s services does not constitute an offer to provide investment advisory services. Such offer can be made only by means of a written advisory agreement. No content herein should be viewed as advice regarding the value of any securities or the advisability of investing in, purchasing, or selling securities. Investing involves risks and may result in the loss of some or all of the principal invested. Before investing, prospective clients should consider their investment objectives and the costs and risks. Investments are not FDIC insured and may lose value. Past performance may not be indicative of future results. The material on this website should be read only in conjunction with the disclosures in De Novo Capital’s Form ADV.