Bakala Capital Management LLC
Bakala Capital Management LLC is an investment management firm headquartered in Greenville, South Carolina, with additional presence in Prague, Czech Republic. It manages a globally diversified portfolio for Czech-American investor and philanthropist Zdenek Bakala, spanning public and private asset classes, including global equities, credit, hedged strategies, buyouts, venture capital, real assets, and distressed assets. The firm focuses on creating long-term value through diversified investments. Founded in 2023, Bakala Capital Management serves high-net-worth individuals and institutional clients, with a core focus on global, multi-asset portfolio management.
Investment Strategy
Bakala Capital Management LLC employs a globally diversified investment strategy, allocating capital across public and private markets and a wide range of institutional asset classes. The approach emphasizes long-term value creation through investments in global equities, credit, hedged strategies, buyouts, venture capital, real assets, and distressed assets. The firm prioritizes strategic asset allocation and risk management to achieve stable, risk-adjusted returns for its clients, leveraging both active and passive investment vehicles and drawing on the founder's extensive experience across international markets.
Top Holdings
Equity Positions (10)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 29.36% | $5.1M | 89,693 | $49.42 | $57.01 | -$37.6K |
V VOO | VANGUARD INDEX FDS | 18.88% | $3.3M | 5,789 | $469.84 | $568.03 | +$223.3K |
V VWO | VANGUARD INTL EQUITY INDEX F | 9.63% | $1.7M | 33,916 | $42.51 | $49.46 | -$27.0K |
A AGG | ISHARES TR | 8.95% | $1.6M | 15,709 | $97.99 | $99.20 | -$70.0K |
V VCSH | VANGUARD SCOTTSDALE FDS | 8.89% | $1.5M | 19,475 | $77.47 | $79.50 | -$72.3K |