Callais Capital Management, LLC

Fee-Only (% of Portfolio)

Callais Capital Management provides investment advice to private investment funds. The firm manages these funds based on their specific investment objectives, such as generating income, achieving risk-adjusted returns, or pursuing capital appreciation through investments in securities, real estate, and early-stage companies. Callais Capital does not provide tailored investment advice to individual investors in the funds.

Assets Under Management$64M
Clients7
Advisors2
Avg. per Client$9.1M
Avg. per Advisor$32M

Fee Structure

Minimum Investment:$100K
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

2 Advisors at this firm

Callais Capital Management, LLC | TrueAdvisor