Mark Gundlach
Mark Gundlach is a registered investment advisor at Green Turtle Capital Management, LLC, based in New Orleans, LA, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $16M 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% |
The Management Fee is an amount equal to the sum of one-quarter of one percent (0.25%) of the Capital Account of such Limited Partner as of the last day of each of the three most recent month-end periods. Annualized, this is 1%.
Fee Estimator
Location
639 Loyola Avenue, Suite 2775, New Orleans, LA, 70113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark owns 30% of Covington Investment Mgmt LLC and is the general partner of Covington Partners LP, both investment-related, dedicating about a quarter of his time to Covington Investment Mgmt LLC. He also is an agent of service for Green Turtle hedge fund, spending a few hours per week, and owns other real estate properties, devoting minimal time to these activities.
Employment History
Current Registrations
Green Turtle Capital Management, LLC
Covington Investment Management, LLC
Johnson Rice & Company L.L.C.Broker
Previous Registrations
Covington Investment Management, LLC
State Registrations4 states
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