Cook Pine Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Cook Pine Capital creates customized alternative investment portfolios consisting of hedge fund investments, private equity investments, and cash. They customize each client's portfolio based on their needs and risk tolerance. Cook Pine Capital also selectively provides investment advice on non-alternative strategies.

Assets Under Management$460M
Clients5
AdvisorsN/A
Avg. per Client$91M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Clients are also subject to incentive fees from the underlying funds that comprise the wider portfolio. These performance fees can range from 0% to 20% of each manager's respective profit derived from that capital for that calendar year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Cook Pine Capital LLC | TrueAdvisor