Hayden Capital

Fee-Only (% of Portfolio)

Hayden Capital, LLC is a registered investment advisor based in Los Angeles, California, founded in 2015 and led by Fred Liu. The firm provides discretionary investment management services primarily through separately managed accounts. Hayden Capital focuses on long-term capital preservation and growth by investing in high-quality businesses at discounted valuations across a concentrated portfolio of six to fifteen core positions. The firm offers two fee structures: a standard annual percentage fee on the value of your portfolio, or a lower annual percentage fee combined with a performance-based fee for qualified clients who meet specific net worth or investment thresholds. Hayden Capital does not offer financial planning services or advice on selecting other advisors. Portfolios may include domestic and international stocks, bonds, government securities, convertibles, derivatives, and real estate investment trusts. The firm requires clients to use Interactive Brokers as their custodian.

Assets Under Management$57M
Clients112
Advisors1
Avg. per Client$510K
Avg. per Advisor$57M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Option A charges 1.50% annually for accounts of $250,000 and up. Option B charges 0.50% annually plus a 15% performance allocation on profits above a 5% hurdle rate for qualified clients with $1.4M+ under management or $2.7M+ net worth. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Hayden Capital - Fees, AUM & Advisors | TrueAdvisor