Lin Capital Management manages a private fund (LCM Partners Fund, L.P.) and separately managed accounts. The firm aims for long-term growth by investing in undervalued publicly traded securities. They use fundamental analysis to select investments and run a concentrated portfolio. Separately Managed Accounts employ the same investment strategy, and clients can customize their portfolio.
Assets Under Management$17M
Clients1
Advisors1
Avg. per Client$17M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Lin Capital Management manages a private fund with two fee options:
- Option 1: 2.004% annual management fee and no performance fee.
- Option 2: 0.996% annual management fee and a 10% performance fee based on profits.
Separately managed accounts are charged a monthly fee of 0.125% of the portfolio's value, which translates to 1.50% annually. This fee is billed annually.
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