Steamboat Capital Partners, LLC

Fee-Only (% of Portfolio)

Steamboat Capital Partners uses a value-oriented investment strategy, focusing on mispriced equity and debt securities. They invest across sectors and market capitalizations, aiming for long-term returns while minimizing risk. They may take concentrated positions and use short selling. Steamboat provides investment advice to pooled investment vehicles and another investment advisor, but generally does not tailor services to individual needs.

Assets Under Management$380M
Clients8
AdvisorsN/A
Avg. per Client$47M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Steamboat Capital Partners manages investments for pooled investment vehicles and another investment advisor. They charge a quarterly management fee calculated at an annual rate of 1.50% of each investor’s investments in the Funds. Management and performance fees for the separately managed accounts have been individually negotiated.

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