Gilead Capital LP

Fee-Only (% of Portfolio)

Gilead Capital provides investment advice and manages investments for institutional clients and pooled investment vehicles. Gilead Capital primarily pursues a strategy of “Leadership Investing”: long-term, responsible active ownership of high-quality companies. They focus on small-cap companies in North America and Europe, and invest in both equities and corporate debt securities. The firm does not participate in wrap fee programs.

Assets Under Management$28M
Clients2
AdvisorsN/A
Avg. per Client$14M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Gilead Capital charges a management fee for its investment services. The management fee ranges from 1% to 2% annually, depending on the amount of assets being managed, the client’s withdrawal rights, and the timing of the investment, and may be negotiable.

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Gilead Capital LP | TrueAdvisor