Anacapa, LLC, based in Gig Harbor, WA, USA, provides customized investment research, consultation, investment committee and board representation for family offices, private trusts, trustees and private foundations, worldwide. It is also registered as an investment adviser in the State of Washington, USA.
Roman Brent serves as President, CIO and Chief Compliance Officer, handling all client advisory services and leading investment research and selection efforts. Tyson Brent serves as Research Associate, performing due diligence on individual securities and externally managed funds, macroeconomic events and investment themes.
Company Details
- Employees
- 2
- Founded
- 2006
- Address
- P.o. Box 1788, Gig Harbor,wa 98335,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Private Wealth Management, Client Education, Investment Due Diligence, Gatekeeper Services, Committee Representation.
- HQ
- GIG HARBOR, WA
Anacapa, Llc Questions
Anacapa, Llc's LinkedIn profile is https://www.linkedin.com/company/anacapa-llc
Anacapa, Llc has
2 employees.
View email and phone details for 2
employees at Anacapa, Llc.
Anacapa, Llc's industry is
Investment Management
Anacapa, Llc's categories are Investment Management
Anacapa, Llc's founding year is 2006
