Proprietary Capital, LLC
SEC RegisteredAbout the firm
Proprietary Capital, founded in 1997, is an alternative investment management firm that provides an institutional platform for investors to gain exposure to niche sectors within the U.S. residential housing related market. Over the firm's twenty-five year history, Proprietary Capital has managed capital in commingled and single-investor portfolios for prominent U.S. based endowments and foundations, faith-based organizations, hospital systems, family offices, outsourced CIO providers, fund of hedge funds, and other domestic and foreign institutional investors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managing capital in commingled and single-investor portfolios, providing an institutional platform for investors to gain exposure to niche sectors within the U.S. residential housing related market.
Who they serve
Prominent U.S. based endowments and foundations, faith-based organizations, hospital systems, family offices, outsourced CIO providers, fund of hedge funds, and other domestic and foreign institutional investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 19 | $9.6M |
| Pension/Profit Sharing Plans | 19 | $642M |
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 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. Proprietary Capital, 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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