Mathew Lee is a registered investment advisor at Triaxiom Capital, LLC, based in San Francisco, CA, with 5 years of industry experience. Mathew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $7.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Triaxiom Capital manages investments for a fund and a separate account.
The fund pays an asset-based management fee of 1.75% per year, calculated monthly in advance. Initial investors (founders) pay 1.5% per year. Triaxiom also receives an incentive allocation of 20% of net profits, or 17.5% for initial investors.
The separate account pays an asset-based management fee in the same range as the fund, and the fees are individually negotiated. The separate account also pays performance compensation based on net profits.
Location
201 Spear Street, #1100, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Triaxiom Capital, LLC
State Registrations1 state
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