Eriksen Capital Management (ECM) offers investment management advisory services, aiming for capital appreciation by finding undervalued securities. ECM manages a private fund, Cedar Creek Partners LLC, and separately managed accounts. Clients in separately managed accounts can impose restrictions on investments. ECM also has a sub-advisory relationship with Allens Creek LLC. ECM focuses on high net worth individuals and the Cedar Creek Partners hedge fund.
Fee Structure
Eriksen Capital Management's fees for managed accounts are based on the amount of assets managed. The fee can be paid quarterly or monthly, in advance or arrears.
For clients with a net worth over $2,200,000 (excluding their primary residence), the annual fee is 1.25%, billed quarterly. ECM also gets 20% of the profits each year.
For other clients, the annual fee is 2.0%, billed quarterly.
Fees are negotiable based on account size. Clients may be required to use Interactive Brokers as their custodian.