Old Peak Limited

Fee-Only (% of Portfolio)

Old Peak Limited offers investment management services to privately pooled investment vehicles (Funds) and separate managed accounts (SMAs). The firm's investment advice is tailored to the specific investment objectives and strategies of these Funds and SMAs. Old Peak's investment objective is to achieve superior long-term absolute investment returns by investing in equities, fixed income instruments, and related securities of entities in Hong Kong, Taiwan, China, Japan, Korea and certain other countries.

Assets Under Management$880M
Clients6
AdvisorsN/A
Avg. per Client$150M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Old Peak Limited manages investments for pooled investment vehicles and separate managed accounts. The fees for the Funds are up to 1.0% annually, depending on the share class. The fees for separate managed accounts are negotiated independently and may or may not be similar to the fees for the Funds.

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Old Peak Limited | TrueAdvisor