Aumakua Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Aumakua Capital Management (ACM) manages assets primarily in publicly traded equity securities for its clients. ACM's investment process involves monitoring corporate actions and specific catalysts to assess potential risks and rewards. ACM may invest in various securities, including bonds, options, ETFs, and futures, and may use leverage and short selling strategies. ACM manages assets on a discretionary basis while providing advisory services on a non-discretionary basis.

Assets Under Management$7.1M
Clients10
Advisors2
Avg. per Client$710K
Avg. per Advisor$3.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Also charges a 20% performance-based fee. Fees for non-discretionary account management are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm