Ravenwood Capital Management provides investment advice and manages individual accounts, focusing on a domestic equity microcap value strategy. This strategy invests in undervalued and financially robust small publicly traded companies. Ravenwood does not tailor its strategy to individual client needs but allows written restrictions on specific securities. The firm determines client suitability based on an initial review and requests updates on any material changes affecting risk tolerance.
Assets Under Management$200K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$200K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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