Primecap Management CO
Assets Under Management
$135.9B
Number of Clients
17
Number of Advisors
N/A
Avg. Portfolio per Client
$8.0B
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
PRIMECAP Management Company is an investment advisory firm established in 1983. PRIMECAP manages equity portfolios for employee benefit and pension plans, endowments, foundations, mutual funds for Vanguard, a collective investment trust, and a sovereign fund. PRIMECAP aims to provide superior long-term investment results while minimizing administrative burdens.
Fee Structure
Minimum Investment:$150M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $250.0M | 0.45% |
| $250.0M - $500.0M | 0.38% |
| $500.0M - $2250.0M | 0.25% |
| $2250.0M - $5000.0M | 0.20% |
| $5000.0M - $10000.0M | 0.17% |
| $10000M+ | 0.15% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment Management
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Location
177 E Colorado Blvd., 11th Floor, Pasadena, CA, 91105
0 Advisors at this firm
No advisors found for this firm.