Alva Capital Management, LLC

Fee-Only (% of Portfolio)

Alva Capital Management offers personalized investment management to accredited investors through Individual Managed Accounts and a pooled investment vehicle, Alva Capital Fund, LP. The firm is fee-only and does not receive commissions. Alva Capital Management has discretionary authority to make trades for clients, with a third-party administrator overseeing custody. Investments include securities traded on domestic equity exchanges, futures contracts, ETFs, commodities, and options contracts.

Assets Under Management$8.8M
Clients2
AdvisorsN/A
Avg. per Client$4.4M
Avg. per AdvisorN/A

Fee Structure

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

Alva Capital Management charges a management fee for its services.

For the Alva Capital Fund, the fee is 2% per year of the fund's net asset value, calculated monthly. The general partner may waive or reduce this fee for certain investors.

For Individual Managed Accounts, fees are negotiated individually with each client and outlined in their investment management agreement.

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Location

0 Advisors at this firm

No advisors found for this firm.