Kinney Asset Management primarily advises a private investment fund, Acacia Capital, and separately managed accounts for institutional clients. Kinney invests globally in equity securities, focusing on undervalued domestic and international equities. The firm tailors its advice to the fund and separately managed accounts based on their objectives and risk tolerance.
Assets Under Management$580M
Clients5
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for separately managed accounts. The firm also manages a pooled investment vehicle, Acacia Capital, L.P., and receives an annual management fee of 1% of the fund's net assets, plus an incentive allocation of 20% of net profits.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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