SG Capital provides investment management to private funds and separate accounts for institutions. The firm manages the Cedar Street Funds and the Cedar Street Teton Fund, employing event-driven, opportunistic strategies. The Cedar Street Funds invest in US-listed equities and options, while the Teton Fund allows for greater exposure and leverage. Separate account clients can impose reasonable restrictions on their account management.
Assets Under Management$960M
Clients23
AdvisorsN/A
Avg. per Client$42M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Long Only strategy accounts pay an annual rate of 1.0%. All management fees for separate account clients are negotiable based on a client’s assets under management with SG Capital.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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