Five Stone Capital manages the Five Stone Capital Fund, L.P., a pooled investment vehicle. Investments are tailored to the fund's guidelines. Five Stone receives an asset-based fee and an incentive allocation for managing the fund. Investors generally need a $200,000 minimum investment.
Assets Under Management$8.4M
Clients4
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Also receives an incentive allocation of 20% of profits each year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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