Patrick Duncan is a registered investment advisor at Azalea Capital, based in Greenville, SC, with 7 years of industry experience. Patrick 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 $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Azalea Management Company charges a management fee to its clients, which are private funds. The fee is 2.0% per year of the total capital commitments until the end of a specified investment period. After that, the annual management fee is 2.0% per year of the invested capital. The fee is billed quarterly in advance.
Location
55 Beattie Place, Suite 1500, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a director at Star Packaging since 2006, spending a few hours per week. He is also a director and machining operator at Orbital Tool Technology, Inc. since 2012, dedicating a few hours per week.
Employment History
Current Registrations
Azalea Capital
State Registrations1 state
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