Rosenwald Capital Management, INC.

Fee-Only (% of Portfolio)

Rosenwald Capital Management (RCM) provides investment advisory services, primarily to institutional clients and commingled funds. RCM invests in global securities, real estate, venture capital, and private offerings, seeking less crowded markets. Investment parameters vary by client and fund. RCM may utilize margin borrowing and invest in long and short positions, as well as illiquid securities.

Assets Under Management$220M
Clients3
AdvisorsN/A
Avg. per Client$73M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

RCM provides investment management services to commingled funds. The fees are calculated as a percentage of the value of the investments and typically range from 0.1% up to 1.0% per year, but may be higher or lower based on written agreements. The fees are generally deducted from the assets of each fund quarterly.

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Rosenwald Capital Management, INC. | TrueAdvisor