Buckley Capital Advisors manages a long-short hedge fund focused on equities, using a deep value and special situations approach. They also offer portfolio management services to individuals and institutions through separately managed accounts. Buckley Capital Advisors identifies overlooked and under-appreciated equities, focusing on the difference between market price and their perceived worth. Their investment program is not broadly diversified and may not be suitable for all clients.
Assets Under Management$150M
Clients6
Advisors1
Avg. per Client$25M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for separately managed accounts, billed quarterly. A performance-based fee of 20% of new net profits is also charged annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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