Phoenician Capital LLC

Fee-Only (% of Portfolio)

Phoenician Capital manages investments for private pooled investment vehicles, aiming for better-than-average returns with less-than-average risk. They analyze companies by studying filings, visiting companies, interviewing management, and speaking with competitors. They primarily invest in publicly traded companies in the U.S. and internationally, and may also invest in secured or unsecured debt and preferred stock.

Assets Under Management$140M
Clients2
AdvisorsN/A
Avg. per Client$70M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Phoenician Capital manages investments for private pooled investment vehicles. They charge a quarterly management fee at an annual rate of 1.0% of the net assets of the fund. They also charge performance compensation equal to 20% of the increase in net asset value, subject to a high water mark and a hurdle rate of 6%.

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Phoenician Capital LLC | TrueAdvisor