Brian Pitkin is a registered investment advisor at Uri Capital Management, LLC, based in Indianapolis, IN, with 14 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $54M 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 | 0.75% |
This fee schedule is for separately managed accounts. For hedge funds, the annual fee is 1.50% of the first $5,000,000 and 0.75% above $5,000,000. URI Capital Partners, LLC reduces annual management fees from 1.50% to 1.0% for all dollars in the fund above $8.5 million with the fee reduction impact applied pro rata across all partners, and a reduction to 0.75% for all dollars in the fund above $20 million with the fee reduction applied pro rata across all partners. There is also a 15% performance-based fee of earnings above a 5% hurdle rate for the hedge funds.
Fee Estimator
Location
Indianapolis, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Uri Capital Management, LLC
State Registrations1 state
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