Callaway Capital Management, LLC

Fee-Only (% of Portfolio)

Callaway Capital Management provides investment advisory and management services exclusively to private investment funds. These funds are offered to sophisticated institutional investors, high net worth individuals, and family offices. Callaway's investment strategies aim to generate returns by identifying mispriced risk factors, primarily in emerging and developed markets experiencing political or economic changes. The firm has complete authority over investment decisions for the funds.

Assets Under Management$170M
Clients4
AdvisorsN/A
Avg. per Client$44M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Callaway Capital Management manages investments for private funds and charges a management fee based on a percentage of the fund's asset value. The standard management fee is 2% per year, but this is negotiable and can vary based on the amount invested and the timing of the investment. In addition to the management fee, the firm may also receive performance-based fees as a percentage of the profits earned by the funds.

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Callaway Capital Management, LLC | TrueAdvisor