Matthew Jevsevar is a CFA-designated registered investment advisor at Virentes Capital Management LLC, based in Oklahoma City, OK. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
Qualified clients also pay a performance-based fee of 15% of new net profits exceeding a 5% hurdle. Non-qualified clients pay a fixed annual asset-based management fee not exceeding 2.00%.
Fee Estimator
Location
Oklahoma City, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the founder and principal consultant at Virentes Capital, providing financial research, due diligence, and consulting services since August 2024. He dedicates about 10-20% of his time to this business, with a few hours per week during trading hours.
Employment History
Current Registrations
Virentes Capital Management LLC
State Registrations1 state
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