Manole Capital Management
Manole Capital Management is a Tampa-based, Florida-registered boutique investment adviser founded in 2015 that manages concentrated US equity portfolios focused exclusively on the FinTech industry for institutional clients, family offices, and individual investors, distributed via separate accounts, a commingled fund, and TAMP platforms.
- Company typePrivate
- Founded2015
- HeadquartersTampa, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Manole Capital Management does
Manole Capital Management, LLC is a Florida-registered investment adviser founded in February 2015 by Warren Fisher, CFA, and headquartered in Tampa, FL. The firm operates as a boutique manager focused exclusively on the emerging financial technology industry, managing concentrated US equity portfolios on a long-only and long/short basis. Core investment products include the Flagship FinTech Portfolio (long-only, concentrated separate account), the FinTech Long/Short Portfolio, and the Manole FinTech Fund (a commingled vehicle). The firm applies a fundamental, bottom-up research process emphasizing high barriers to entry, market share leadership, and pricing power, and claims GIPS compliance for institutional performance reporting.
The business model is a pure fee-based RIA: Manole charges advisory fees as a percentage of assets under management across separate accounts and the commingled fund, with no disclosed alternative revenue streams. Distribution is multi-channel — direct institutional sales to family offices and institutional investors, plus placements on Interactive Brokers, Schwab, Adhesion Wealth, and SMArtX Advisory Solutions for self-directed and wealth-advisor distribution. The firm is deliberately small (1–10 employees, with Fisher as CEO/Founder and Kurt Winslow as COO), and supplements its commercial activity with a content engine of quarterly newsletters, stock idea reports, topical articles, and annual FinTech consumer surveys that function as a top-of-funnel acquisition channel.
The firm is wholly founder-controlled with no disclosed institutional investors, no funding rounds, no M&A activity, and no international expansion. Operations are restricted to US jurisdictions where Manole is licensed or exempt. Revenue and AUM are not publicly disclosed, consistent with its private, boutique status.
Manole Capital Management firmographics
Firmographics- Name
- Manole Capital Management
- Legal name
- Manole Capital Management, LLC
- Website
- https://manolecapital.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Manole Capital Management is a Tampa-based, Florida-registered boutique investment adviser founded in 2015 that manages concentrated US equity portfolios focused exclusively on the FinTech industry for institutional clients, family offices, and individual investors, distributed via separate accounts, a commingled fund, and TAMP platforms.
- Ownership category
- akta.pro rank
Manole Capital Management industry classification
Industry- Product category
- FinTech Equity Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sector-Focused Equity Long/Short (FSAHAAAC)
- akta.pro secondary industries
- Fundamental/Discretionary Equity Long/Short (FSAHAAAA), Large-Cap Equity (Active) (FSAAAIAA), Small-Cap Equity (Active) (FSAAAIAC)
Keywords
Where Manole Capital Management is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Manole Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Investment Advisory Fees: Manole Capital is a registered investment adviser that manages concentrated US equity portfolios for clients. As a percentage of assets under management, the firm generates revenue through advisory fees charged on managed portfolios.
Go-to-market motion2 records
Distribution channels6 records
Marketing channels6 records
Manole Capital Management product offering
Product offeringCore offering
Manole Capital Management is a registered investment adviser that manages concentrated U.S. equity portfolios exclusively focused on the FinTech industry. The firm offers long-only and long/short separate account strategies, as well as a commingled fund vehicle, distributed through direct institutional sales and TAMP/brokerage platforms to institutional clients, family offices, and individual investors.
Product overview
Manole Capital Management offers a platform of concentrated FinTech equity portfolios alongside complementary research content. The core investment products include the Flagship FinTech Portfolio (long-only), FinTech Long/Short Portfolio, and Manole FinTech Fund, all focused on the emerging financial technology industry. These portfolios are available as separate accounts on Interactive Brokers, Schwab, and through TAMP platforms (Adhesion Wealth and SMArtX Advisory Solutions). The research ecosystem includes quarterly newsletters, stock idea reports, topical articles, and annual consumer surveys covering banking, brokerage, crypto, and payments sectors.
Differentiator
Problem solved
Functional benefit
Products and services
- Flagship FinTech Portfolio (Long-Only Separate Account)
Quantifiable outcome
- Manole claims compliance with the Global Investment Performance Standards (GIPS)
Companies that use Manole Capital Management
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Manole Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Manole Capital Management partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Interactive BrokerscoreManole FinTech portfolios are available on Interactive Brokers platform, allowing self-directed investors to access the firm's investment strategies through their brokerage accounts.
- SchwabcoreManole FinTech portfolios are available on Schwab's platform, providing access to the firm's investment strategies for Schwab's client base.
- Adhesion WealthcoreManole FinTech portfolios are available as a strategy on Adhesion Wealth's TAMP platform, enabling wealth advisors to allocate to the firm's FinTech focus through managed account wrappers.
- SMArtX Advisory SolutionscoreManole FinTech portfolios are available on SMArtX Advisory Solutions' TAMP platform, providing turnkey asset management platform access to the firm's investment strategies for wealth management clients.
Scale indicators3 records
Recent moves6 records
Expansion highlights4 records
Manole Capital Management competitors and assessment
Company assessmentDirect peers
- ARK Invest: ARK Invest is a thematic active manager built around innovation/FinTech-adjacent equity strategies (e.g., ARKF, ARKK), closely comparable to Manole's sector-specialized, research-driven FinTech portfolios and high-conviction concentrated approach.
- Whale Rock Capital Management: Whale Rock runs concentrated long/short equity portfolios with a fundamental, sector-aware approach; comparable to Manole's high-conviction FinTech equity strategies and separate-account delivery model.
- Altimeter Capital Management: Altimeter is a tech-focused long/short equity manager with concentrated positions in growth/tech names, comparable to Manole's specialist FinTech mandate and fundamental bottom-up process.
- Baron Capital Group: Baron Capital is a boutique active manager running concentrated, research-driven growth equity strategies (including FinTech exposure), comparable to Manole's boutique specialist profile and long-term fundamental approach.
- Alger Management: Alger is a boutique growth-equity manager with concentrated portfolios and fundamental research, comparable to Manole's boutique, high-conviction, fundamental FinTech equity strategies.
- Light Street Capital: Light Street is a tech-focused long/short equity manager with concentrated, fundamental portfolios, directly comparable to Manole's FinTech Long/Short strategy in both mandate structure and bottom-up research style.
Broad incumbents
- Artisan Partners: Artisan Partners operates multiple boutique-style active equity teams with sector-tilted strategies; comparable to Manole's boutique concentrated-equity model and separate-account delivery.
- Eaton Vance (Morgan Stanley IM): Eaton Vance runs multiple boutique-style active equity teams with sector-tilted and growth strategies, comparable to Manole's boutique concentrated-equity delivery model at greater scale and brand reach.
- Coatue Management: Coatue is a large, established tech-focused long/short manager operating across many subsectors including FinTech; an incumbent peer that competes for FinTech equity allocations at greater scale.
Emerging players
- Global X ETFs (FINX / FinTech thematic suite): Global X offers thematic FinTech ETFs (e.g., FINX) that compete for FinTech exposure budgets; comparable as a FinTech-focused investment vehicle, though structured as passive/thematic rather than active.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Manole Capital Management social profiles
Digital presenceManole Capital Management compliance and trust
Trust signalCompliance3 records
Manole Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Manole Capital Management leadership team
Management profileNumber of profiles
Profiles2 records
Manole Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Manole Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Manole Capital Management
What does Manole Capital Management do?
Manole Capital Management is a registered investment adviser that manages concentrated U.S. equity portfolios exclusively focused on the FinTech industry. The firm offers long-only and long/short separate account strategies, as well as a commingled fund vehicle, distributed through direct institutional sales and TAMP/brokerage platforms to institutional clients, family offices, and individual investors.
Is Manole Capital Management a public or private company?
Manole Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Manole Capital Management founded?
Manole Capital Management was founded in 2015. It employs 1 to 10 people.
Where is Manole Capital Management based?
Manole Capital Management is headquartered in Tampa, United States, in the North America region.
How does Manole Capital Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Manole Capital Management's main competitors?
Direct peers on record are ARK Invest, Whale Rock Capital Management, Altimeter Capital Management, Baron Capital Group, Alger Management and Light Street Capital. Broad incumbents are Artisan Partners, Eaton Vance (Morgan Stanley IM) and Coatue Management. Global X ETFs (FINX / FinTech thematic suite) is listed as an emerging player.
Does Manole Capital Management have an API?
No public API is recorded for Manole Capital Management.
What industry is Manole Capital Management in?
Manole Capital Management's product category is FinTech Equity Asset Management. Its primary akta.pro industry code is FSAHAAAC, Sector-Focused Equity Long/Short, with a secondary code of FSAHAAAA, Fundamental/Discretionary Equity Long/Short. Its NAICS code is 523940 and its SIC code is 6282.