Thomas Zorich is a registered investment advisor at Sawtooth Capital LLC, based in Mahwah, NJ, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sawtooth Capital manages a futures fund and earns twenty-five percent (25%) of all economic profits (net of trading costs) realized by the fund in excess of the return of the S&P 500 equity index over a twelve (12) month period. No performance fee is earned if client invested funds do not exceed the hurdle. Should client returns trail the hurdle over the measurement period, no performance fee shall be earned until client funds make up the difference and ultimately exceed the hurdle. Fees are paid in arears.
Location
Mahwah, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas works as a portfolio manager at Sawtooth Capital, providing personal investment advisory services. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Sawtooth Capital LLC
State Registrations1 state
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