Disciplined Capital. Asymmetric Outcomes.
Institutional investment professional and founder of Mehle Capital LLC — a registered investment adviser built on a decade of experience at J.P. Morgan, Merrill Lynch, and Morgan Stanley. Concentrated equity, active derivatives income, and a Bitcoin commodity treasury.
Chad Mehle is an institutional investment professional with a decade of experience spanning private banking, wealth management, and portfolio management at three of the world's leading financial institutions.
His career has centered on one discipline: building concentrated, high-conviction portfolios for sophisticated clients — identifying the handful of businesses worth owning, sizing them for impact, and holding through volatility with the patience of a principal.
Chad is the Founder, Chief Investment Officer, and Chief Compliance Officer of Mehle Capital LLC — a registered investment adviser based in Corona del Mar, California. Mehle Capital manages a concentrated public equity fund integrating an active derivatives income overlay and a Bitcoin commodity treasury.
He holds a B.S.B.A. Magna Cum Laude from Bucknell University and a B.S. in International Business from the University of Sydney.
A decade built at the highest levels of private banking, wealth management, and institutional portfolio management — across three of the world's most respected financial institutions.
Founded Mehle Capital LLC, a registered investment adviser (CRD #341846) based 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. Responsible for all investment decisions, compliance oversight, and firm management.
Served ultra-high-net-worth clients, family offices, and institutional investors across complex portfolios spanning public equities, alternatives, and structured solutions at J.P. Morgan Private Bank — one of the world's premier private banking platforms. Developed deep expertise in bespoke investment advisory, credit solutions, and client relationship management.
Managed discretionary equity portfolios for high-net-worth and institutional clients as a Senior Portfolio Manager at Merrill Lynch. Specialized in concentrated equity construction, options strategies, and multi-asset portfolio management across varying market environments.
Built the foundation of an institutional investment career at Morgan Stanley, developing the analytical framework, risk management discipline, and client relationship skills that define the Mehle Capital investment approach. Focused on equity research, portfolio construction, and derivatives.
Mehle Capital Fund I, LP is an open-end Delaware limited partnership targeting a July 1, 2026 initial closing. Three integrated engines. One unified portfolio built to compound capital across market cycles.
8 to 15 positions in large-cap publicly traded companies with durable competitive moats. Sized by conviction. Held with patience.
Covered calls, cash-secured puts, and tactical hedging generate consistent portfolio income — deployed systematically into the Bitcoin commodity treasury.
A long-duration Bitcoin reserve funded exclusively from Engine Two income — never from investor capital. Capped at 20% of Fund NAV. Custodied at Coinbase Prime.
Extraordinary returns come from owning a handful of exceptional businesses with deep conviction — not from owning the market and accepting average. Concentration is not recklessness. It is the disciplined refusal to dilute the portfolio's best ideas with its worst ones.
Positions are held with the patience of a principal. Short-term volatility is opportunity, not risk, for those with the conviction to hold through it. The greatest edge in investing is not intelligence — it is the ability to sit still when others cannot.
Every decision is evaluated on risk/reward asymmetry. We seek situations where potential upside materially exceeds potential downside — in equities, in derivatives structure, and in the Bitcoin commodity treasury that converts portfolio income into long-duration optionality.
Graduated Magna Cum Laude. Rigorous academic foundation in finance, economics, and business strategy at one of America's premier liberal arts universities.
Global perspective on commerce, finance, and international markets from one of the world's leading research universities — shaping a truly international investment outlook.
Whether you're a prospective investor exploring Mehle Capital Fund I, a fellow investment professional, or a member of the financial media — I welcome the conversation.