Aptos Capital LLC

Fee-Only (% of Portfolio)

Aptos Capital manages the assets of Aptos Capital, LP, a private investment limited partnership. The firm aims to protect investor assets and achieve better returns than index funds. Interests in the Partnership are offered primarily to accredited investors. Qualified clients (those with a net worth of at least $2 million) may elect to pay a performance fee instead of the management fee.

Assets Under Management$560K
Clients1
Advisors1
Avg. per Client$560K
Avg. per Advisor$560K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Aptos Capital manages a private investment fund and offers two fee structures:

  • Accredited Investors: Pay a management fee of 1.5% per year, charged quarterly.
  • Qualified Clients: May elect to pay a performance fee instead of the management fee. The performance fee is 25% of new profits earned over a 6% hurdle rate.
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Location

1 Advisors at this firm