Declan Wolfe is a registered investment advisor at Abra Capital Management, LP, based in San Francisco, CA, with 1 years of industry experience. Declan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 87 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abra Capital Management (ACM) charges an annual advisory fee for separately managed accounts (SMAs) based on the average daily balance of the assets they manage. The advisory fee ranges from 0.20% to 2.00%, billed monthly in arrears, depending on the size and composition of your portfolio and the type of services rendered.
For BTC-Yield participating clients, the Company sets a Monthly Rate at the beginning of each month. Clients receive this fixed yield on their BTC allocation, typically paid in-kind. Any yield generated above the Monthly Rate, if any, is retained by the Company. There are no fees charged to Clients.
Location
1160 Battery Street East, Suite 100, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Abra Capital Management, LP
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations2 states
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