Steinberg Asset Management (SAM) manages investment portfolios, primarily in all-cap value equity, for institutions, pensions, endowments, foundations, and high net worth individuals. SAM focuses on long-term investments with an asymmetric risk/reward profile, built through in-house fundamental research. SAM also manages certain client accounts in small-cap, and smid-cap strategies. Clients can request reasonable restrictions and special objectives for their portfolios.
Assets Under Management$180M
Clients32
AdvisorsN/A
Avg. per Client$5.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on strategy, size, or client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.