Walter Cabot is a registered investment advisor at Apogee Global Advisors, INC., based in Dover, MA, with 11 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 2 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apogee Global Advisors charges a management fee to the fund, calculated as 1.752% per year of the fair market value of each member's capital account. There is also an incentive allocation of 20% of the aggregate net increase at the end of each calendar quarter.
Location
Dover, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Apogee Global Advisors, INC.
State Registrations1 state
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