A decade at the highest levels of institutional finance. One fund built entirely on conviction.
Chad Mehle is the Founder, Chief Investment Officer, and Chief Compliance Officer of Mehle Capital LLC, a registered investment adviser based in Corona del Mar, California.
His institutional career spans a decade across three of the world's most recognized financial institutions — building, managing, and protecting capital for ultra-high-net-worth individuals, family offices, and institutional clients who demanded more than average.
He founded Mehle Capital on a single conviction: that the industry's obsession with diversification is a confession of uncertainty, and that genuine wealth is created through concentration, discipline, and the willingness to hold a thesis when the price says you're wrong.
Mehle Capital Fund I, LP targets a July 1, 2026 initial closing. The fund deploys a three-engine strategy — concentrated public equity, an active derivatives income overlay, and a Bitcoin commodity treasury funded systematically from that income.
Chad holds a B.S.B.A. Magna Cum Laude from Bucknell University and a B.S. in International Business from the University of Sydney. He lives and works in Corona del Mar, California.
Launched Mehle Capital LLC (CRD #341846) in Corona del Mar, California. Manages Mehle Capital Fund I, LP — a concentrated public equity fund powered by an active derivatives income overlay and a Bitcoin commodity treasury. Oversees all investment decisions, compliance, and firm strategy.
Served ultra-high-net-worth clients, family offices, and institutions across complex portfolios spanning public equities, alternatives, and structured solutions. Developed deep expertise in bespoke advisory and multi-asset portfolio management at one of the world's premier private banking platforms.
Managed discretionary equity portfolios for high-net-worth and institutional clients. Specialized in concentrated equity construction, options overlay strategies, and multi-asset management across varying market environments.
Built the foundation of an institutional investment career — developing the analytical framework, risk management discipline, and client relationship skills that define the Mehle Capital investment approach. Concentrated on equity research, portfolio construction, and derivatives strategy.
Graduated Magna Cum Laude. Rigorous foundation in finance, economics, and business strategy at one of America's premier liberal arts universities. Dean's List. Academic distinction in Finance.
Global perspective on commerce, capital markets, and international business from one of the world's leading research universities — shaping an investment outlook that extends well beyond domestic markets.