Propolis Capital Management

Fee-Only (% of Portfolio)

Propolis Capital Management provides investment management services to a pooled investment fund. Propolis does not tailor advice to individual investors within the fund. The firm uses various investment strategies including buy and hold, equity investments, short selling, and leverage. The firm's investment strategies involve risk of loss.

Assets Under Management$3.2M
Clients1
Advisors2
Avg. per Client$3.2M
Avg. per Advisor$1.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The firm also receives a performance-based allocation of 20% of capital gains, subject to a high-water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm