DISTILLATE CAPITAL PARTNERS LLC
SEC RegisteredA Modern Approach to Value Investing
About the firm
Distillate Capital Partners, LLC uses cash-flow-based measures of value and quality designed to avoid accounting distortions that the firm believes have rendered many traditional metrics less relevant in an increasingly asset-light world. The firm offers diversified portfolios and ETFs following its modern investing approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Distillate offers investment strategies including U.S. Fundamental Stability & Value, Small/Mid Quality & Value, and International Fundamental Stability & Value, as well as ETFs featuring transparency, daily liquidity, and potential tax advantages.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| U.S. Large Cap $0-$5M | 0.39% |
| U.S. Large Cap $5M-$25M | 0.36% |
| U.S. Large Cap $25M-$50M | 0.33% |
| U.S. Large Cap $50M+ | 0.30% |
| International $0-$5M | 0.55% |
| International $5M-$50M | 0.45% |
| International $50M+ | 0.40% |
| U.S. Small Cap $0-$5M | 0.55% |
| U.S. Small Cap $5M-$50M | 0.45% |
| U.S. Small Cap $50M+ | 0.40% |
Data as of February 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DISTILLATE CAPITAL PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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