Richner Capital manages investment funds, primarily investing in publicly traded equity securities of companies with market capitalizations between $20 million and $2 billion. Richner Capital may also invest in debt securities, derivatives, and other instruments. Richner Capital aims for long-term returns using a value investing approach, seeking to reduce risk by paying low multiples on valuation measures.
Assets Under Management$3M
Clients1
Advisors1
Avg. per Client$3M
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Richner Capital charges an annual fee for managing investments, which includes a fixed management fee of 1% of the portfolio's value, charged quarterly. In addition, Richner Capital receives a performance allocation equal to 25% of the amount by which the portfolio's appreciation exceeds a hurdle rate of 6%.
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