Gratia Capital, LLC

Fee-Only (% of Portfolio)

Gratia Capital is an investment management firm that provides investment advice to a private fund and sub-advisory accounts. Investments are managed according to the client's objectives and guidelines. Gratia Capital's investment philosophy centers on fundamental value and event-oriented investing, primarily in the consumer, industrials, and real estate sectors.

Assets Under Management$160M
Clients4
AdvisorsN/A
Avg. per Client$41M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Gratia Capital manages investments for a private fund and sub-advisory clients.

For the private fund, the management fee is a maximum of 1.50% per year of the value of each investor's capital account, paid quarterly in advance. This fee may be waived or reduced for certain investors.

For sub-advisory clients, the annual management fee is up to 1.00% (0.25% per quarter), subject to negotiation. Clients may also be responsible for operating expenses, brokerage commissions, and custodial fees.

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Gratia Capital, LLC | TrueAdvisor