Kirtland Hills Capital Management

Overview

Kirtland Hills Capital Management is an SEC-registered investment management firm headquartered in Cleveland, Ohio. Founded in 2015 by James Paul Luthardt, the firm began as a family office before expanding its services to a select group of family offices, corporate executives, business owners, high-net-worth families, and professional athletes. The firm has also emerged as a leading data science and quantitative asset management consultant for family offices and other sophisticated investors. The firm's investment strategy combines advanced quantitative tools with qualitative integration to achieve capital preservation and above-average risk-adjusted returns. Kirtland Hills Capital employs a research-intensive, long-term-focused investment approach, utilizing macroeconomic analysis, fundamental research, and quantitative tools to construct portfolios aimed at delivering returns within specific risk, return, and liquidity targets. The objective is to identify companies with the ability to grow shareholder value at exceptionally high rates for long periods. Kirtland Hills Capital's mission is to invest on a multi-decade time horizon and provide sustainable alpha-generating returns that allow clients to comfortably meet their long-term obligations. The firm is led by CEO/CIO James Paul Luthardt, who oversees all investment activity, and Chief Data Officer Zachary Paul, who leads the teams responsible for investment and portfolio management research, advanced analytics, and technology. The firm also works with a select group of elite professional athletes, assisting them in turning earned income into passive income and building multi-generational wealth for future generations.

Investment Focus

• High-net-worth individuals
• Family offices
• Corporate executives
• Business owners
• Professional athletes