Oaktop Capital Management II, L.P. provides investment advice to pooled investment vehicles, called Funds. Oaktop focuses on small and medium-sized companies, but may invest in larger companies. Oaktop may invest in equities, debt, and convertible securities, and may hold option contracts and use leverage. Oaktop does not tailor advisory services to the individual needs of the Funds’ underlying investors and does not accept investor-imposed investment restrictions.
Assets Under Management$790M
Clients2
AdvisorsN/A
Avg. per Client$400M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The net profits of a fund will be allocated 80% to the Limited Partners and 20% to the General Partner, subject to a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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