AltaRock Partners manages investment portfolios for privately offered investment funds. These funds are offered to qualified investors, typically institutions and high-net-worth individuals. AltaRock aims for long-term capital growth while minimizing risk by investing in undervalued equity securities. Investment decisions are not tailored to individual fund investors, and investors cannot impose restrictions on fund management.
Fee Structure
AltaRock Partners manages investments for pooled investment funds and charges a management fee of 1% annually, calculated on the net asset value of the investor's capital account and payable monthly in advance. Additionally, AltaRock's affiliate may receive a performance allocation of 10% on net gains exceeding the previous high-water mark, payable annually or upon withdrawal. Fees are generally not negotiable, but may be waived for employee accounts.