Axel Capital Management, LLC

Fee-Only (% of Portfolio)

Axel Capital Management offers investment advisory services on a discretionary basis to a pooled investment vehicle, Axel Partners, LP, intended for institutional and sophisticated investors. The firm provides advice based on specific investment objectives and strategies but does not tailor services to individual needs. The firm utilizes fundamental research and invests in equities, hedges tactically, uses leverage, and engages in short selling strategies.

Assets Under Management$27M
Clients1
AdvisorsN/A
Avg. per Client$27M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The firm also receives a performance-based fee equal to 20% of the net profits of the fund, subject to a loss carryforward provision. Fees are not negotiable except with respect to members, principals, employees, or affiliates of Axel Capital Management.

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

0 Advisors at this firm

No advisors found for this firm.