Stanford Pacific Fund Management (SPFM) manages investments for Stanford Pacific Fund, L.P., a private fund. SPFM invests mainly in publicly traded stocks and options in the U.S. and Hong Kong markets, using a bottom-up approach based on fundamental analysis. SPFM may use short-selling, margin trading, and hedging. Investors in the fund do not select investments; SPFM makes all decisions. SPFM typically does not tailor its services to individual needs but manages each account according to the strategy selected by the client.
Assets Under Management$17M
Clients1
Advisors1
Avg. per Client$17M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
In addition to the management fee, SPFM receives a performance allocation equal to 12% of net profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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