Sqn Capital Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

SQN Capital Management manages investment funds focused on equipment leasing, asset finance, and other alternative investments. SQN provides investment advisory and management services to these funds, including selecting, acquiring, managing, and selling assets. SQN also offers consulting services to insurance companies and other institutional clients, providing advice on asset allocation and portfolio optimization. SQN does not manage assets under separately managed account agreements.

Assets Under Management$75M
Clients3
AdvisorsN/A
Avg. per Client$25M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

SQN Capital Management manages investment funds and charges an annual fee ranging from 0.625% to 3.00% of the fund's assets. The specific fee depends on factors like the size of the fund and the types of assets managed. These fees cover activities such as acquiring portfolios, originating and servicing leases, collecting receivables, monitoring compliance, arranging maintenance, monitoring tax compliance, remarketing assets, preparing financial data, and regulatory reporting.

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Sqn Capital Management, LLC | TrueAdvisor