Almitas Capital manages private investment funds, investing in areas like closed-end funds, mortgage real estate investment trusts (REITs), and debt and equity securities. Almitas aims to find investments that are undervalued. The firm may invest in both U.S. and foreign securities and may use strategies like margin and short selling.
Assets Under Management$990M
Clients2
AdvisorsN/A
Avg. per Client$490M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Almitas also receives an incentive fee equal to a percentage of the net income allocated to each Investor for the quarter, up to a maximum of 15%. Fees are negotiable and may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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