Punch Card Management

Fee-Only (% of Portfolio)

Punch Card Management manages investments for Punch Card Capital, LP, a private fund. They invest in undervalued equity securities, concentrating on a small number of holdings. Investments are not tailored to individual investor needs within the fund. The firm does not participate in wrap fee programs.

Assets Under Management$530M
Clients1
AdvisorsN/A
Avg. per Client$530M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The fund's general partner also receives a performance-based allocation of 20% of net capital appreciation over a certain hurdle amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.
Punch Card Management | TrueAdvisor