Shrewsbury River Capital LP

Fee-Only (% of Portfolio)

Shrewsbury River Capital (SRC) is a registered investment advisor that provides discretionary investment advisory services to private investment funds. These funds are intended for sophisticated, high-net-worth individuals and institutional investors. SRC's investment strategy is catalyst-driven, focusing primarily on Commercial Mortgage-Backed Securities (CMBS) and related instruments. SRC does not tailor advisory services to the individual needs of the investors in the Funds.

Assets Under Management$970M
Clients4
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Shrewsbury River Capital (SRC) manages investments for private funds and charges an investment management fee of 1.5% per year based on the value of the fund's assets. This fee is charged quarterly in advance. SRC may also receive performance-based compensation based on a share of the fund's capital gains or appreciation. This performance-based fee is 20% per year for some funds and 10% per year for others.

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