Rock Elm Capital Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Rock Elm Capital Management is a registered investment advisor that focuses on sourcing capital for companies in the natural resource sector, including mining, energy, and agriculture. Rock Elm structures transactions funded by investors with specific investment strategies. Rock Elm will also accept separately managed accounts, but does not currently manage any customer assets.

Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M2.00%
$50.0M - $100.0M1.75%
$100M+1.75%

Fees negotiable for accounts over $100,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm