Assets Under Management
$30.0M
Number of Clients
65
Number of Advisors
1
Avg. Portfolio per Client
$462K
Avg. Managed per Advisor
$30.0M
Compensation
Fee-Only (% of Portfolio)
Tall Pines Capital, owned by Christopher Plahm, provides investment advisory services through its Separately Managed Account (SMA) product, the Tall Pines Micro Cap SMA. This strategy focuses on long-term capital growth by investing in U.S. and Canadian companies with market capitalizations between $10 million and $1 billion. The portfolio typically consists of 5 to 15 positions in small, high-growth companies with strong management teams and market-leading potential.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual management fee is 2.50%. Performance fees may also apply: either 1% management fee plus 20% performance fee, or 0% management fee plus 25% performance fee. Fees are negotiable.
1010 Jorie Blvd., Suite 144, Oak Brook, IL, 60523