Gator Capital Management, LLC

Fee-Only (% of Portfolio)

Gator Capital Management offers investment management services using individual stocks. They manage accounts for institutions, individuals, charities, a mutual fund, private funds, and other pooled investment vehicles. Gator offers strategies focused on the Financials sector and broad-based portfolios, and may provide custom portfolios. They manage portfolios on a discretionary basis, buying and selling investments without prior approval, but clients can revoke this authority.

Assets Under Management$370M
Clients25
Advisors2
Avg. per Client$15M
Avg. per Advisor$180M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.50%
$5M+0.40%

Fees and minimum account size may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm