Coleman River Capital (CRC) offers investment advisory services to individuals, trusts, estates, charities, corporations, and partnerships. CRC manages both discretionary and non-discretionary accounts, focusing on U.S. equities, exchange-traded funds, and listed options. CRC may draft an investment policy statement tailored to a client's risk tolerance and investment objectives. CRC also manages Southern Avenue Partners, L.P., a limited partnership.
Fee Structure
Coleman River Capital's investment management fee is negotiable and ranges from 0% to 2% per year. They may also charge a performance-based fee to certain clients. Fees are calculated daily and quarterly by a third-party custodian, Interactive Brokers LLC, and are deducted directly from client accounts. Clients can request to be billed separately and remit their fees.