13D Management provides investment advice to investment vehicles, specializing in shareholder activism. They invest in common stocks of U.S. companies that are targets of shareholder activism, focusing on companies where activists are improving corporate governance. The firm manages the 13D Activist Fund and private investment funds for sophisticated and institutional investors.
Assets Under Management$140M
Clients2
Advisors1
Avg. per Client$69M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is 1.50% annually for the 13D Activist Fund. The firm has not taken a management fee from clients since October 2023.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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