Walkerhaven Capital Management, LLC

Fee-Only (% of Portfolio)

WalkerHaven Capital Management manages investments exclusively for WalkerHaven Equities, L.P. The firm aims to achieve attractive returns by buying undervalued securities and selling short overvalued securities. WalkerHaven has complete control over the fund's investment strategy, and investors cannot influence or change the fund's objectives or limitations.

Assets Under Management$23M
Clients1
Advisors1
Avg. per Client$23M
Avg. per Advisor$23M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm