Sean Smith is a registered investment advisor at Beechwood Value Capital, LLC, based in Salt Lake City, UT, with 2 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $4.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beechwood Value Capital does not charge a management fee for its investment management services to the Partnership. However, the Adviser receives a performance allocation equal to 20% of the Partnership’s Net Capital Appreciation attributable to a Limited Partner’s Capital Account above the Hurdle Amount as of the close of each calendar year or other relevant Performance Period.
Location
299 S Main, Suite 1300, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Beechwood Value Capital, LLC
State Registrations1 state
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