Greenvale Capital LLP

Fee-Only (% of Portfolio)

Greenvale Capital provides investment management services to pooled investment vehicles offered to investors on a private placement basis and manages segregated accounts. Greenvale Capital's investment objective is to achieve long-term capital appreciation by selecting investment opportunities with attractive risk-adjusted expected return profiles. The firm operates a global equity long/short concentrated portfolio of single name stocks identified through fundamental analysis. Greenvale Capital LP, an affiliate, provides investment advisory services to Greenvale Capital LLP.

Assets Under Management$4.3B
Clients6
AdvisorsN/A
Avg. per Client$720M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Greenvale Capital manages investments for pooled investment vehicles and separately managed accounts for institutional clients. The fees for the pooled investment vehicles include an annual management fee as a percentage of net assets and an annual performance fee. The management fee varies depending on the share class. The fees for separately managed accounts are negotiated separately.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.