Ortelius Capital Partners

Fee-Only (% of Portfolio)

Ortelius Capital Partners is an investment advisor specializing in hedge funds and activist investing. Ortelius provides investment supervisory services to private pooled investment vehicles and separately managed accounts. Ortelius manages private funds on a discretionary basis and separately managed accounts on a non-discretionary basis. Ortelius focuses on investments in companies whose security price can be improved through corporate or strategic action.

Assets Under Management$90M
Clients4
AdvisorsN/A
Avg. per Client$23M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Ortelius charges a management fee to private fund investors, typically collected quarterly in advance. Ortelius may also receive a performance fee. Separately managed accounts are invoiced and pay a management fee and performance compensation to Ortelius, subject to waiver or reduction by Ortelius. Ortelius has the discretion to negotiate a different fee, or waive all or part of the management fee and/or performance fee for any shareholder.

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Ortelius Capital Partners | TrueAdvisor