Beryl Capital Management, LLC

Fee-Only (% of Portfolio)

Beryl Capital Management manages investments for funds and separately managed accounts. Beryl focuses on an event-driven strategy, investing in publicly traded equity and equity-related securities of U.S. and non-U.S. companies involved in corporate acquisitions, mergers, reorganizations, and other special situations. Beryl selects all investments and strategies for its clients.

Assets Under Management$1B
Clients7
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is negotiable and may vary by client. A performance fee equal to between 10% and 20% of net profits is also charged.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.