Guardian Point manages investments on a discretionary basis for a private pooled investment vehicle (the Fund). They use a research-based long-short equity investment strategy, seeking to invest in securities they believe are mispriced. Guardian Point analyzes company fundamentals and may use leverage or hedging techniques. Investments are not tailored to individual investor needs.
Assets Under Management$840M
Clients1
AdvisorsN/A
Avg. per Client$840M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Also receives performance-based compensation equal to 10% of the fund's net profits, subject to a loss carryforward provision. Management fee may be waived or reduced for principals, employees, or affiliates of Guardian Point or relatives of such persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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