Pacific Rock Capital, LLC

Fee-Only (% of Portfolio)

Pacific Rock Capital (PRC) is an investment management firm that manages a pooled investment fund. PRC acts as the General Partner and is responsible for managing the Fund's assets, which are invested in publicly traded U.S. companies. PRC aims to generate returns regardless of market conditions by taking both long and short positions. PRC does not provide tailored investment advice to individual investors in the Fund.

Assets Under Management$5.2M
Clients1
Advisors1
Avg. per Client$5.2M
Avg. per Advisor$5.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Pacific Rock Capital manages a pooled investment fund and charges fees as follows:

  • Management Fee: 1.5% of the beginning capital account balance each year.
  • Performance Allocation: 20% of the Fund's net profits each calendar year, subject to a loss carry-forward provision (High Water Mark).
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Location

1 Advisors at this firm

Pacific Rock Capital, LLC | TrueAdvisor