Hawkeye Investment Management manages investment accounts for individuals, families, and small businesses through separately managed accounts at Interactive Brokers. The firm focuses on delivering above-market risk-adjusted returns using strategies that take advantage of inefficiencies in the closed-end fund universe. The firm offers two portfolio solutions: Absolute Return Strategy and Closed End Opportunity.
Assets Under Management$9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Qualified investors (net worth of at least $1.5 million or an account size of at least $750,000) can opt for a performance-based fee of 20% of profit on a quarterly basis instead of the AUM fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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