Petra Capital Management manages investments for university endowments, sovereign wealth funds, charitable organizations, and family offices. Petra aims to generate long-term returns by investing in undervalued publicly traded Korean securities. Petra employs a deep value investing approach, focusing on companies with strong cash flow and aligned management incentives.
Assets Under Management$750M
Clients5
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the management fee, there is a performance fee of 20% of the profits over a hurdle rate of 6% per year or benchmark. Clients also incur custodian fees, brokerage commission and transaction costs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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