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
ADV Location SAN ISIDRO, Peru
Adviser Type - Outside the United States
Number of Employees 3 -50%
of those in investment advisory functions 2 -67%
Registration SEC, Approved, 02/11/2021
Other registrations (2)
AUM* 109,428,829 -2%
of that, discretionary 109,428,829 -2%
Private Fund GAV* 25,076,370 -1%
Avg Account Size 154,779 -5%
% High Net Worth 59.26%
SMA’s Yes
Private Funds 10
Contact Info (21 xxxxxxx
Websites

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

113M 97M 81M 65M 49M 32M 16M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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

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