Wynnefield Capital, INC.

Fee-Only (% of Portfolio)

Wynnefield Capital manages private investment funds, focusing on small-cap value and special situations. They seek undervalued companies with strong cash flow and potential for change. Wynnefield invests in undervalued companies and works with management to enhance value. The Funds are not registered as an investment company.

Assets Under Management$230M
Clients4
AdvisorsN/A
Avg. per Client$57M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fee is 1.0% per annum for limited partners/shareholders who joined the Domestic Funds/Offshore Fund prior to February 1, 2011. For investors after that date, the management fee is 1.5% per annum. Wynnefield may waive or reduce fees for certain investors.

Fee Estimator
Your Portfolio Value
$500K
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Location

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