Sulzberger Capital Advisors, Inc.
Sulzberger Capital Advisors, Inc. is a Miami, Florida-based registered investment adviser founded in 2000. The firm specializes in wealth management and investment advisory services, primarily serving individual US and international clients. Sulzberger Capital focuses on providing tailored investment management, portfolio design, and financial advice. As a boutique firm, it offers personalized service and fiduciary oversight. The company reports an employee count under 10, with leadership by Gene C. Sulzberger.
Investment Strategy
Sulzberger Capital Advisors employs a diversified investment strategy centered on public equities, fixed income, and ETFs. The firm’s approach is grounded in asset allocation, risk management, and selecting high-conviction positions. Portfolios typically include a blend of large-cap stocks, technology sector leaders, and core index funds, with a patient, long-term investment philosophy tailored to client objectives. The firm caters to high-net-worth individuals, often incorporating both US and international assets in custom portfolios.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 33.57% | $28.7M | 259,805 | $110.36 | $110.42 | +$6.2M |
M MSFT | MICROSOFT CORP | 6.44% | $5.5M | 11,057 | $421.50 | $497.41 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 6.17% | $5.3M | 33,369 | $134.82 | $157.99 | +$1.7M |
V VOO | VANGUARD INDEX FDS | 5.54% | $4.7M | 8,339 | $538.81 | $568.03 | +$80.8K |
V VTI | VANGUARD INDEX FDS | 3.80% | $3.2M | 10,676 | $289.81 | $303.93 | -$294.1K |