Upslope Capital Management offers investment advice and manages portfolios for individuals, businesses, and a private investment fund. They aim for equity-like returns with less market risk, primarily using a long/short strategy focused on midcap equities in the U.S. and developed global markets. Upslope also manages a long-only version of the strategy for some clients. They require authority to make trades without asking clients first.
Fee Structure
Upslope Capital Management charges either a management fee or a combination of a management fee and a performance-based fee. Clients who do not meet the definition of a "qualified client" typically pay a 2% annual management fee. Qualified clients can choose between the 2% management fee or a 0.75% management fee plus a 17.5% performance-based fee on net asset value appreciation, subject to a high water mark.