Mastodon Capital Management, LLC

Fee-Only (% of Portfolio)

Mastodon Capital Management focuses on investment management for the Adaptive Income Fund, LP. Cameron Drummond owns and manages the firm. Mastodon has full authority over how the fund's money is invested, following the fund's rules. The firm also chooses the fund's service providers, like brokers and auditors.

Assets Under Management$1.3M
Clients1
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$1.3M

Fee Structure

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

The firm also charges a performance-based incentive fee of 15% of net capital appreciation. This fee is subject to a “high watermark” requirement and may only be charged to “qualified” clients.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm