Kapok Capital manages investment portfolios and provides ongoing supervision tailored to each client's individual goals, risk tolerance, and time horizon. Kapok Capital creates an investment policy statement for every client to guide asset allocation and selection, focusing primarily on mutual funds, stocks, bonds, fixed income, debt securities, and hedge funds. Kapok Capital operates with the authority to make trades on behalf of clients without asking permission for every individual transaction. Founded in 2011 and based in Miami, Florida, Kapok Capital is led by Zero Spero and serves individuals and high-net-worth clients.
Assets Under Management$30M
Clients8
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $50.0M | 1.00% |
| $50M+ | 0.80% |
Fees are negotiable depending on client needs and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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