SMP Asset Management manages investments for Santa Monica Partners, L.P. (the Fund), a private investment limited partnership. SMP makes all investment decisions and executes trades for the Fund, aiming for capital appreciation by investing in corporations believed to be undervalued. SMP does not tailor its advisory services to the individual needs of investors.
Assets Under Management$280M
Clients1
AdvisorsN/A
Avg. per Client$280M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
SMP Asset Management manages investments for a private fund and receives an annual management fee equal to 3% of the capital account balance of all partners in the Fund at the beginning of each fiscal year. SMP also receives a 20% performance allocation of net gain, subject to a hurdle for each limited partner, which for most partners is 15%.
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