Christmas Corporation is a registered investment advisor founded in 2015 and based in Berkeley, California. The firm provides ongoing portfolio management services to individuals, high-net-worth individuals, and investment holding companies, including family offices. Christmas Corporation uses a fundamental value approach to select investments, focusing on companies with high operating margins, strong earnings growth potential, and sustainable competitive advantages through its Signature Equity Portfolio Strategy. The firm operates with the authority to make trades without asking clients first and requires clients to use a designated custodian to hold their assets. In addition to standard annual management fees based on a percentage of the portfolio value, Christmas Corporation offers performance-based fee arrangements for qualified clients who meet specific regulatory wealth or income criteria.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Qualified clients may elect a performance-based fee structure consisting of a quarterly performance fee of 15% on net profits above a 1.25% hurdle rate, subject to a high-water mark, instead of the standard asset-based fee.