1492 Capital Management offers investment management using small cap equity strategies for individuals, corporations, foundations, and trusts. They also offer wealth management strategies using ETFs, mutual funds, and other investments. Additionally, they provide financial planning consulting services covering retirement, estate, business, and tax planning.
Assets Under Management$220M
Clients101
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$73M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50M+ | 0.80% |
Fee schedule is for Small Cap Growth and Small Cap Value strategies. Small Cap Core Alpha: First $25 million is 1.25%, assets over $25 million is 1.00%. Small Cap Dynamic Hedge: 1.95%. Wealth Management: 1.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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