Iapetus Capital is a registered investment advisor founded in 2015 and based in San Diego, California. The firm is led by its sole owner and Chief Executive Officer, David Marchesani, a Chartered Financial Analyst. Iapetus Capital provides discretionary investment management services, meaning the firm makes buying and selling decisions for client portfolios based on individual goals, risk tolerance, and time horizons without needing approval for every single trade. The firm uses a disciplined investment strategy focused on fundamental valuation, searching for financially sound companies that generate sustainable cash flow and offer innovative products or services. Iapetus Capital invests in a wide range of instruments, including equity stocks, fixed income securities, exchange-traded funds, mutual funds, options, and cash equivalents. The firm works primarily with individuals, high-net-worth individuals, foundations, and endowments, placing a strong emphasis on patience, long-term capital preservation, and above-market returns.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20M+ | 0.75% |
Fees are negotiable. Management may reduce or waive fees in its sole discretion for family and friends of the firm.