Adam M Corrie Portfolio

Invests via CAPSTONE CAPITAL LLC | Managed by Adam M Corrie

Invests via CAPSTONE CAPITAL LLC

Managed by Adam M Corrie

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 04:30 PM

Adam M Corrie Profile

Senior investment executive focused on private markets and operational value creation, with experience sourcing and managing growth and buyout deals across technology and services. Adam M Corrie combines portfolio company oversight, strategic M&A and capital-raising experience, often working with family offices and mid-market funds to drive exit-ready performance.

Investment Philosophy & Strategy

Specializes in private-market control and growth equity investments, emphasizing operational value creation and hands-on governance. Targets mid-market tech and services businesses with clear scale/recurring revenue, using active board engagement, strategic M&A, and capital structure optimization to accelerate exit readiness. Capital allocation favors minority-to-control structures with a multi-year horizon, risk-managed via staged financing, KPI-driven performance plans, and alignment with family offices and strategic LPs. Seeks asymmetric returns through operational improvement and disciplined deal selection.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

2.78%

Gain

Monthly

0.09%

Yearly

1.09%

Drawdown

32.19%

$170.51M

Equity

Holdings

$170.51M

Investment

$125.01M

$48.37M

Profit -$696,649.67

Realized

$2.87M

Unrealized

$45.5M

Dividends

$6.74M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$696,649.67

Win %

77%

This Week

Compared To Last Week

Gain

-0.51%

Profit

-$879,953.07

Win %

77%

This Month

Compared to last month

Gain

-0.04%

Profit

-$60,202.87

Win %

77%

This Year

Compared to last year

Gain

9.82%

Profit

$15.25M

Win %

78%

Gainers
Losers

CVX Chevron Corporation

+1.48%

+$2,808.51

MSFT Microsoft Corp.

+1.36%

+$7,788.39

LVS Las Vegas Sands Corp.

+1.34%

+$6,095.4

AAPL Apple Inc.

+1.12%

+$10,841.28

AMZN Amazon.com Inc

+0.31%

+$1,149.72

GOOGL Alphabet Inc

+0.18%

+$791.99

GOOG Alphabet Inc

+0.17%

+$484.95

XMHQ Invesco S&P MidCap Quality ETF

+0.06%

+$138.45

NVDA NVIDIA Corporation

-2.42%

-$17,806.85

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-1.69%

-$346,019.52

DFIC Dimensional International Core Equity Market ETF

-0.66%

-$263,825.71

DFUS Dimensional U.S. Equity Market ETF

-0.44%

-$1,487.88

SPY SPDR S&P 500 ETF Trust

-0.38%

-$1,069.3

IVV iShares Core S&P 500 ETF

-0.38%

-$1,522.5

MMU Western Asset Managed Municipals Fund

-0.24%

-$736.25

MUB iShares National Muni Bond ETF

-0.17%

-$665.08

VTEB Vanguard Tax-Exempt Bond ETF

-0.14%

-$12,852.48

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.13%

-$909.83

BAB Invesco Taxable Municipal Bond ETF

-0.11%

-$697.83

DFAC Dimensional U.S. Core Equity 2 ETF

-0.09%

-$73,570.44

VCSH Vanguard Short-Term Corporate Bond ETF

-0.04%

-$4,525.5

SUB iShares Short-Term National Muni Bond ETF

-0.03%

-$138.5

Events

Dividends

Dividend Analysis

No Data

Trades 183	Longs Won 129/183 70%	Profit Factor 141.59
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.74M
Average Win $377,658.15	Best Trade (Jul 16) $20.82M	Sharpe Ratio -9.36
Average Loss -$6,371.7	Worst Trade (Jul 16) -$120,556.58	Z-Score 6.31 (100%)
Commissions $0	Avg. Trade Length 1y 3m 5d	Expectancy $264,337.87

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	0.14%	4.44%
Consecutive Losing Trades	27,027	24,324	21,622	18,919	16,216	13,514	10,811	8,108	5,405	2,703