Toccata Capital

Fee-Only (% of Portfolio)

Toccata Capital provides investment advice to separately managed accounts and pooled investment vehicles. The firm invests in equity and equity-like yielding securities traded publicly. They employ a research process to identify outliers and transact in securities when prices are attractive. The firm seeks to avoid large losses and focuses on companies with strong cash generation, balance sheet strength, and alignment of interest between controlling parties and minority shareholders.

Assets Under Management$50M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Toccata Capital | TrueAdvisor