Bulle Rock

Fee-Only (% of Portfolio)

Bulle Rock Capital provides investment advice to Bulle Rock Partners LP, a pooled investment fund, and to separately managed accounts. The firm uses a long-short equity strategy for the fund, primarily in healthcare and consumer goods. Separately managed accounts use a long-only strategy and can be tailored to individual client needs.

Assets Under Management$5.9M
Clients13
Advisors1
Avg. per Client$450K
Avg. per Advisor$5.9M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm