Trellus Management Company provides investment advice to private investment funds. Trellus focuses on trading equity securities, both long and short, in the U.S. and internationally. Trellus's investment strategies include purchasing and shorting common stocks, preferred stocks, warrants, and debt securities. Trellus does not offer financial planning services to individual investors.
Fee Structure
Trellus Management Company provides investment management services to private investment funds. The fee includes a management fee and an incentive fee. The management fee is generally calculated at an annual rate of 1.50% of the fund's net assets, although certain investors may be charged 1.0%. Trellus also charges an incentive fee of 20% of the net profits generated for the fiscal period.