Awh Capital, L.P.

Fee-Only (% of Portfolio)

AWH Capital manages investments exclusively for its affiliated private investment fund. AWH Capital has full authority to make investment decisions for the fund, following the objectives and guidelines outlined in the fund's documents. AWH Capital invests and reinvests the fund's capital in securities, financial instruments, and other assets.

Assets Under Management$130M
Clients1
Advisors1
Avg. per Client$130M
Avg. per Advisor$130M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

AWH Capital receives management fees and performance allocations from the fund. The annual management fee is 1% of each investor's capital account balance, paid quarterly in advance. AWH Capital also receives an annual performance allocation of 20% of the net profits allocated to each investor's capital account, subject to certain adjustments and limitations.

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Location

1 Advisors at this firm

Awh Capital, L.P. | TrueAdvisor