Fourthstone manages investments for pooled investment vehicles, including the Fourthstone Master Opportunity Fund and the Fourthstone Small-Cap Financials Fund. Fourthstone uses long/short and long financial sector strategies focused on identifying over and undervalued securities, primarily in the US banking and thrift industries. Investors in the Funds generally are not permitted to impose restrictions or limitations on the management of the Funds.
Assets Under Management$960M
Clients5
AdvisorsN/A
Avg. per Client$190M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Fourthstone manages investments for pooled investment vehicles and receives both an asset-based fee and a performance-based fee.
For Long/Short accounts:
- The asset-based fee is 2% per year, billed quarterly in advance.
- The performance-based fee is 20% of the profits generated each year.
For Long accounts:
- The asset-based fee is 1.25% per year, billed quarterly in advance.
- The performance-based fee is 12.5% of the profits generated each year.
Fees may be negotiable based on the size of the investment, length of commitment, and special needs or restrictions.
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