William Walbert is a registered investment advisor at Walbert Capital Management, LLC, based in New Canaan, CT, with 23 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 2 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for management of Walbert Fund of Funds I, LP. There is also an 8% performance fee charged after an 8% hurdle has been obtained, with a high water mark, though this has been waived for the past fifteen years. Walbert Capital Management does not receive fees for management of Walbert Diversified Strategy Fund, LP as of December 31, 2015.
Fee Estimator
Location
112 Main Street, New Canaan, CT, 06840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Walbert Capital Management, LLC
State Registrations1 state
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