BLS Capital is an asset management company that manages investments for a Danish investment fund and a U.S. fund, as well as segregated accounts for U.S. institutions. BLS Capital employs a global equity investment strategy, focusing on companies with strong business models and sustainable value creation. The firm's investment process involves quantitative screening, qualitative analysis, and valuation and risk analysis.
Assets Under Management$7.8B
Clients6
AdvisorsN/A
Avg. per Client$1.3B
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.14% |
| $10.0M - $25.0M | 0.96% |
| $25M+ | 0.90% |
Fees are for the U.S. Fund. Fees for segregated accounts are negotiable and may include management and/or performance-based fees. Certain clients have negotiated lower management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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