Mathematica Capital Management uses computer models for stock selection, portfolio construction, and risk management. They manage assets for the Mathematica Global Equity Fund, LP, and separately managed accounts. Separately managed accounts can be tailored to specific investment guidelines. Mathematica primarily invests in highly liquid equity securities and ETFs.
Assets Under Management$10M
Clients6
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for separately managed accounts may be negotiable. The firm also manages the Mathematica Global Equity Fund, LP, charging 1% per year plus an incentive allocation of 20% of profits.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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