Caption Management, LLC

Fee-Only (% of Portfolio)

Caption Management provides investment advice to private funds and separately managed accounts. The firm focuses on U.S. common stocks and listed vanilla options. They aim to identify inefficiencies in equity and options markets through fundamental research. The firm's investment strategies seek to profit from changes in stock prices and equity volatility.

Assets Under Management$3.1B
Clients4
AdvisorsN/A
Avg. per Client$770M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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