Daniel Blum is a registered investment advisor at Evan Capital, based in Houston, TX, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $14M 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 | 0.50% |
The management fee is generally equal to 0.50% (per annum) for the Core Programs and 1.0% (per annum) for the Disruptive Innovation Program. The higher investment management fee for the Disruptive Innovation Program reflects additional management time, data analysis and individual security due diligence. Fees are negotiable and may be reduced, waived or calculated differently with respect to any Client.
Fee Estimator
Location
1800 Bering Drive, Suite 730, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a Manager of CTA and CPO at Glenhaven Capital LLC, allocating about a quarter of his time to trading, accounting, and reporting. He also holds positions at Blum Realty Ventures LLC, Cholangiocarcinoma Foundation, TRE Lodging Investors, LLC, and Caneel Consulting, LLC.
Employment History
Current Registrations
Evan Capital
Previous Registrations
Glenhaven Capital LLC
State Registrations1 state
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