SIZEMORE CAPITAL MANAGEMENT, LLC

other names
  • SIZEMORE CAPITAL MANAGEMENT, LLC
  • BLUE ORBIT CAPITAL
  • PHYSICIAN CAPITAL PARTNERS
  • CAPITAL PARK WEALTH MANAGEMENT

Adviser Profile

As of Date 01/20/2026
Registration SEC, Approved, 02/11/2021
Other registrations (2)
ADV Location SAN ISIDRO, Peru
Contact Info (21 xxxxxxx
Websites
AUM* 109,428,829 -2%
of that, discretionary 109,428,829 -2%
Private Fund GAV* 25,076,370
Avg Account Size 154,779 -5%
% High Net Worth 59.26%
SMA’s Yes
Private Funds 10

Adviser Type

- Outside the United States

Number of Employees 3 -50%

of those in investment advisory functions 2 -67%

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

116M 99M 83M 66M 50M 33M 17M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
Fund TypeHedge Fund Count10 GAV$25,076,370

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