Oakum Bay Capital provides investment management services, including portfolio management, security selection, risk management, and cash flow management. Oakum Bay Capital primarily manages collective investment funds but may also manage separate accounts. The firm invests in equities, fixed income, futures, and options, and may also invest in private equity, foreign equities, mutual funds, and exchange-traded funds.
Assets Under Management$370M
Clients1
AdvisorsN/A
Avg. per Client$370M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard fee for Trimarc Capital Fund. Fees and minimum investments may be negotiable. There is also a 20% performance allocation or fee.
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.