Burlingame Investment Group provides investment services to an investment limited partnership (the Fund) and manages assets for individual clients through separately managed accounts. For the Fund, investments follow guidelines in the offering materials. For other clients, Burlingame offers customized or generic investment advice, selecting investments based on client guidelines or return objectives of 15% to 25% per year. The firm uses both top-down and bottom-up analyses and may invest in privately held investments and distressed securities.
Fee Structure
Burlingame Investment Group typically charges both an asset-based fee and a performance-based fee for managing investments. The asset-based fee is between 2% and 4% per year, billed quarterly in advance. A performance fee of 20% to 30% of profits is also charged. Lower fees may be negotiated for clients who invest significantly more than $1 million. Clients must meet certain net worth or investment criteria to pay a performance fee.