Calabash Asset Management provides investment management and advisory services. The firm manages the Calabash Capital Partners LP fund, a long/short low-volatility U.S. equities fund. Calabash also offers discretionary investment advisory services to separately managed accounts for individuals, high net worth individuals, and pension/profit-sharing plans. The firm's investment strategies are primarily long-term focused, seeking to invest in Exponential Growth Companies.
Fee Structure
Calabash Asset Management offers wealth management services to qualified clients, charging a percentage of assets under management. Non-qualified clients are charged a different percentage of assets under management, and may be charged a separate fee for financial planning services. Fees may be negotiable.
For qualified clients:
- $1,000,000 to $4,000,000: 1.0% per year
- $4,000,001 to $5,000,000: 0.90% per year
- $5,000,000 and over: Negotiable
For non-qualified clients:
- Up to $250,000: 1.50% + $150 per year
- $250,001 to $500,000: 1.25% + $150 per year
- $500,001 to $1,000,000: 1.15% + $150 per year
- $1,000,001 to $4,000,000: 1.00% + $150 per year
- $4,000,001 to $5,000,000: 0.90% + $150 per year
- $5,000,001 and over: Negotiable