Advantage Capital Management

Fee-Only (% of Portfolio)

Advantage Capital Management provides investment management services to insurance companies and institutional clients. Advantage selects sub-advisors to provide clients with exposure to various investment strategies, including direct asset-based investing, structured credit, direct commercial real estate loans, investment grade debt, and high yield debt. Advantage manages assets on a discretionary or non-discretionary basis, according to client objectives and limitations.

Assets Under Management$9.3B
Clients13
AdvisorsN/A
Avg. per Client$720M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Advantage Capital Management charges a base management fee for investment advice, ranging from 0.15% to 1.00% per year on the amount of assets managed. The fee is paid monthly. For certain clients, Advantage may also charge performance-based fees if investment returns exceed a negotiated hurdle rate, ranging from 4% to 9% per year.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.