Andrew Bose is a registered investment advisor at High Valley Capital, based in Los Altos, CA, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
High Valley Capital manages a private investment fund and charges a quarterly management fee of 0.25% (1% annually) of the opening balance of each investor's capital account. A performance allocation of 25% of net new profit exceeding a 6% annualized rate of return is charged to investors who are "qualified clients." Non-qualified clients may be charged a higher management fee (up to 3% annually) instead of the performance allocation.
Location
Los Altos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the VP of Finance at Cardolite Corporation, a chemicals development and manufacturing company, since February 2020. This is a full-time position involving corporate finance and accounting functions.
Employment History
Current Registrations
High Valley Capital
State Registrations1 state
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