Appomatox Advisory offers customized investment management services to endowments, foundations, families, pension funds, and family offices. Appomatox manages global multi-asset portfolios and specialized mandates (private equity, credit portfolio, sustainable/ESG investing). Appomatox may also perform various other services upon request such as reviewing specific investment opportunities or providing views on the market.
Fee Structure
Appomatox Advisory charges fees for investment management services based on the size of the mandate, type of strategy, and unique features of the account. Fees are generally asset-based and charged quarterly. In some cases, clients may also pay an incentive fee based on a percentage of the net capital appreciation of the client’s advised assets above a hurdle rate. Fees are negotiable in certain cases.