Talkot Capital manages investment portfolios for investment funds and other accounts. Talkot primarily invests in publicly traded equity securities in U.S. and non-U.S. markets, but can invest in other types of securities. Investors in the investment funds do not select investments or strategies; Talkot selects all fund investments and strategies. Talkot typically does not tailor its services to the individual needs of individually managed accounts, but manages each such account according to the strategy selected by the client.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Firm also receives a performance allocation equal to 20% of net profits, subject to a hurdle rate in certain cases.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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