Trinity Alps Capital Partners (TACP) offers investment advice for publicly traded equities and private equity/venture investments. For public equities, TACP focuses on fundamentally-based investing in companies globally. For private investments, TACP develops an investment strategy for each client in consultation with them, looking for differentiated opportunities by sector, strategy, and geography.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $200.0M | 0.50% |
| $200M+ | 0.50% |
Firm also offers an annual management fee of 0.5% and a 10% performance allocation charged on returns that are 2% over the returns of the applicable index. Fees for the Global Concentrated Strategy include a 1% management fee along with either: 1) a 20% performance fees charged over MSCI ACWI hurdle paid annually and subject to a high-water mark and catch up; or 2) 15% performance fee over a 6% preferred result subject to high water mark and catch up.