Iridian Asset Management LLC

Fee-Only (% of Portfolio)

Iridian Asset Management specializes in actively managing mid-cap U.S. equity portfolios. They also manage alternative long/short strategies. Iridian manages client accounts based on specific investment strategies, considering client guidelines and objectives. Investment management services are provided on a discretionary basis.

Assets Under Management$280M
Clients14
AdvisorsN/A
Avg. per Client$20M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M1.00%
$50.0M - $100.0M0.75%
$100M+0.55%

Fees and account minimums for separate account management may be negotiable. Iridian also charges performance-based fees in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Iridian Asset Management LLC | TrueAdvisor