Elpis Capital Group manages the Elpis Opportunity Fund, which invests in the equity of private companies. Elpis evaluates investor risk tolerance and suitability for the fund. The fund aims to generate above-average annual returns and long-term appreciation through in-depth fundamental analyses. Elpis has overall responsibility for managing the fund's business and affairs.
Assets Under Management$90M
Clients1
Advisors2
Avg. per Client$90M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Accredited investors and qualified clients of the Opportunity Fund will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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