Shah Capital Management is a registered investment advisor that manages investments through a private limited partnership and a Separately Managed Wrap Fee Program. The Wrap Fee Program is currently closed to new clients. Shah Capital employs a contrarian investment philosophy, focusing on turnarounds and special situations. The firm primarily invests in exchange-listed securities and aims to outperform the MSCI-ACWI Index over the long term.
Assets Under Management$770M
Clients57
Advisors1
Avg. per Client$13M
Avg. per Advisor$770M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fee is for the Separately Managed Wrap Fee Program. The firm also manages a private fund.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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