Alston Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Alston Capital Management (ACM) offers investment management services to individuals and through membership interests in limited liability companies. ACM focuses on value investing, emphasizing equities and fixed-income securities. ACM works with clients to define their investment objectives and risk profile, then develops a tailored investment strategy. Client portfolios are monitored, and clients receive quarterly and annual performance reports.

Assets Under Management$12M
Clients2
Advisors1
Avg. per Client$6M
Avg. per Advisor$12M

Fee Structure

Investment management only (planning not offered)

Alston Capital Management provides investment management services primarily to two investment funds, the Alston Value Fund LLC and the Alston Long-Term Opportunities Fund LLC. Members in these funds compensate ACM by paying either a fixed annual fee or a fee based on the value of the assets they manage. Standard asset management fees are 0.50% for the Alston Value Fund LLC and 1.25% for the Alston Long-Term Opportunities Fund LLC, but these fees may be adjusted.

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Location

1 Advisors at this firm

Alston Capital Management LLC | TrueAdvisor