Capco Asset Management provides investment management to individuals and entities through client-owned accounts and Capco Partners, Ltd., an investment limited partnership. Capco primarily invests in public equities based on business and management quality and price. Capco generally does not tailor services to individual client needs, and clients are responsible for determining how much of their assets to allocate to Capco's management.
Assets Under Management$460M
Clients98
Advisors5
Avg. per Client$4.7M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
For the partnership, clients can choose between the 1.5% fee or an incentive reallocation of 20% of profits. Capco does not negotiate fees or give discounts, but may choose to charge no fee in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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