Lisanti Capital Growth offers investment management services, including sub-advisory and model delivery, to institutional investors, pension funds, and high net worth individuals. Lisanti manages assets using Small Cap Growth and SMID Cap Growth equity investment styles, subject to client-imposed guidelines. Lisanti does not sell commissioned products and is affiliated with Dinosaur Financial Group, LLC, a broker-dealer.
Assets Under Management$430M
Clients20
Advisors2
Avg. per Client$21M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $30.0M | 0.70% |
| $30M+ | 0.70% |
Fees are negotiable above $30 million for Small Cap Growth. SMID Cap Growth: 0.80% on the first $10 million, 0.70% on the next $10 million, 0.60% on the next $10 million, and Negotiable above $30 million. Sub-advisory fees will generally be less than fees for direct client mandates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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