Pugh Capital Management, INC.

Fee-Only (% of Portfolio)

Pugh Capital Management is an employee-owned registered investment advisor based in Seattle, Washington, specializing in fixed income portfolio management for institutional investors. Founded in 1991, the firm offers a range of strategies including core fixed income, long duration, corporate bonds, and high yield strategies. Pugh Capital provides discretionary investment management services primarily to separately managed accounts, corporations, pension plans, endowments, foundations, and private funds. The firm focuses on disciplined risk management, sector rotation, and security selection to achieve consistent returns relative to benchmarks.

Assets Under Management$13B
Clients52
Advisors4
Avg. per Client$250M
Avg. per Advisor$3.2B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.25%
$100M+0.15%

Rates shown are for the Core Fixed Income Strategy. Other strategies have different fee schedules ranging from 0.15% to 0.525%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm

Pugh Capital Management, INC. - Fees, AUM & Advisors | TrueAdvisor