Shearwater Capital - aVenture Asset Manager Research
Location
Edgecliff, New South Wales, AU
Founded
2018
Shearwater Capital is a fee-only registered investment advisory firm based in St. Louis, serving clients nationwide. The firm specializes in comprehensive financial planning, investment management, and retirement planning, with a focus on physicians and their families. Shearwater employs an evidence-based approach grounded in academic finance to help clients grow and protect their financial assets.
While primarily an advisory firm, Shearwater Capital has also made angel investments in startups. One notable portfolio company is Storipress, a content management platform that has raised $110,000. The firm's investment philosophy emphasizes supporting passionate founders building great companies, aligning with their advisory approach of providing tailored financial solutions to clients.
Shearwater Capital - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies2
Current Portfolio Count2
Top Investment Stages
Angel1 (50.0%)
Series A1 (50.0%)
Stage Mix
Angel 50%Series A 50%
Concentration shown as share of disclosed investments by stage.
