Radnorwood Capital, LLC

Fee-Only (% of Portfolio)

Radnorwood Capital is a registered investment advisor that manages private investment funds, specifically the Planting Ground Fund, on behalf of investors. Radnorwood Capital focuses its investments primarily on publicly traded equity and equity-related securities of technology sector companies in United States markets. Radnorwood Capital holds discretionary authority to make all investment decisions for the fund. Investors in the fund do not participate in choosing individual investments or strategies. In addition to managing technology-focused equities, Radnorwood Capital may utilize margin trading, short selling, hedging, options, and derivatives. Radnorwood Capital serves individual and institutional investors who meet the fund's investment minimums.

Assets Under Management$41M
Clients1
Advisors1
Avg. per Client$41M
Avg. per Advisor$41M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M2.00%
$10.0M - $15.0M1.50%
$15M+1.10%

Fees are assessed as an annual percentage of capital account balances and paid in monthly installments.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Radnorwood Capital, LLC - Fees, AUM & Advisors | TrueAdvisor