Diablo Vista Capital, LLC

Fee-Only (% of Portfolio)

Diablo Vista Capital manages a private investment fund, aiming for capital appreciation through various investment techniques. The fund invests in equity and fixed income securities, exchange-traded funds, and derivatives. Diablo Vista Capital does not provide tailored investment advice to individual investors in the fund. The firm sells proprietary trade and investment data to a non-advisory client.

Assets Under Management$90M
Clients1
Advisors2
Avg. per Client$90M
Avg. per Advisor$45M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Diablo Vista Capital manages a private investment fund and charges a quarterly management fee of 0.5% (2% annually) of the opening balance of each investor's capital account. The firm also charges a performance allocation equal to 20% of the net new profit in each capital account.

Loading...
Location

2 Advisors at this firm