Daren Heitman
Daren Heitman is a CFA-designated registered investment advisor at Azarias Capital Management, L.P., based in West Chester, PA, with 18 years of industry experience. Daren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Azarias Capital Management manages separately managed accounts with fees based on a percentage of assets. The standard fee is 0.75% annually, plus a 15% performance fee on excess returns over a small cap index for the Focused Small Cap Value strategy. For the Uranium Opportunity Strategy, the fee is 0.75% annually, plus a 10% performance fee upon liquidation. Fees may be negotiable. There is a $5 million minimum account size, but Azarias may accept smaller accounts.
Location
105 S. High Street, West Chester, PA, 19382
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daren is a general partner to private funds through ACM LLC since 2014. This activity takes a few hours per week and involves sponsoring private funds.
Employment History
Current Registrations
Azarias Capital Management, L.P.
Previous Registrations
Cooke & Bieler, L.P.
State Registrations1 state
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