Jonathan Kofos is a registered investment advisor at Advantage Capital, based in Austin, TX, with 2 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 17 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advantage Capital Investment Adviser (ACIA) manages several private funds, each with its own fee structure. These fees are paid by the funds themselves, not directly by individual investors. The fees vary depending on the fund and can include origination fees, annual management fees, and expense reimbursements. Some funds also have carried interest allocations, which are performance-based fees.
Location
900 S. Capital of Texas Highway, Las Cimas Building 4, Suite 480, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Advantage Capital
State Registrations1 state
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