Dipsea Capital, LLC

Fee-Only (% of Portfolio)

Dipsea Capital provides investment management services to high-net-worth individuals, private funds, investment advisory platforms, and foundations. Dipsea Capital uses charting, fundamental, quantitative, and technical analysis. Investment strategies include short-term trading, short sales, margin transactions, and options trading.

Assets Under Management$100M
Clients5
Advisors2
Avg. per Client$21M
Avg. per Advisor$52M

Fee Structure

Investment management only (planning not offered)

Dipsea Capital offers investment management services. Qualified clients pay an annual fee of 1% of the value of their portfolio, plus a 20% performance fee based on how much the portfolio's value increases. If the portfolio value drops, the client doesn't pay a new performance fee until the portfolio reaches its previous highest value.

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Location

2 Advisors at this firm