MPE Capital, LLC offers investment advice to clients through separately managed accounts. The firm focuses on clients seeking growth and capital appreciation with a long-term investment horizon. MPE Capital invests exclusively in equity and does not tailor advisory services based on specific client needs, but considers their financial situation and investment objectives to ensure a good fit.
Assets Under Management$1.1M
Clients9
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
MPE Capital charges a fixed management fee and may also charge a performance fee, depending on whether you are a "qualified client."
- Qualified Clients: Pay a 0.5% annual management fee, plus a performance fee of 15% of net profits above a 6% hurdle rate and high-water mark.
- Non-Qualified Clients: Pay a 2.0% annual management fee.
Fee structures may vary, and management reserves the right to make exemptions in certain situations.
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