Poplar Point Capital Management LLC

Fee-Only (% of Portfolio)

Poplar Point Capital Management manages investments for a private pooled investment fund open only to accredited investors. They also manage a separately managed account. Poplar Point invests in securities and commodities, including equity, debt, ETFs, options, and foreign currencies. Investments for the fund are not tailored to individual investor needs.

Assets Under Management$100M
Clients2
AdvisorsN/A
Avg. per Client$52M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is for a separately managed account. Poplar Point also manages a private fund and receives a management fee of 1.5% per year of each investor's capital account in the fund, calculated at the beginning of each quarter, and a performance-based allocation equal to 10% of the net capital appreciation credited to each investor in the fund, subject to a high water mark.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Poplar Point Capital Management LLC | TrueAdvisor