Raj Venkatesan is a registered investment advisor at Trinity Alps Capital, based in San Francisco, CA, with 7 years of industry experience. Raj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $200.0M | 0.50% |
| $200M+ | 0.50% |
Firm also offers an annual management fee of 0.5% and a 10% performance allocation charged on returns that are 2% over the returns of the applicable index. Fees for the Global Concentrated Strategy include a 1% management fee along with either: 1) a 20% performance fees charged over MSCI ACWI hurdle paid annually and subject to a high-water mark and catch up; or 2) 15% performance fee over a 6% preferred result subject to high water mark and catch up.
Fee Estimator
Location
1 Ferry Building, Ste. 255, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trinity Alps Capital
State Registrations1 state
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