Julian Allen is a registered investment advisor at Spitfire Capital LLC, based in Ross, CA, with 14 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3 clients with $63M 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 | 1.50% |
In addition to the management fee, Spitfire Capital typically charges a performance-based fee equal to 20% of the annual net capital appreciation of the separate account, including both realized and unrealized gains and losses. The performance-based fee is only charged to the extent that the annual net capital appreciation exceeds cumulative losses previously allocated to the separate account for earlier periods that have not been recovered.
Fee Estimator
Location
Ross, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julian is the Managing Member of Spitfire Fund GP LLC, which functions as the General Partner of The Spitfire Fund L.P., a private investment fund. Spitfire Capital LLC manages the fund.
Employment History
Current Registrations
Spitfire Capital LLC
Previous Registrations
Spitfire Capital LLC
State Registrations1 state
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