William Cary Capital Management manages investments exclusively for The William Cary Partnership, LP, a pooled investment fund. The firm aims for long-term capital appreciation by investing in high-quality businesses with growth potential and strong management. They use fundamental research to identify investments and may concentrate the fund's capital in specific industries or companies. The fund has a minimum investment of $200,000, which may be waived.
Fee Structure
William Cary Capital Management manages investments for a pooled investment fund. The firm charges an annual management fee of 1.0% of each investor’s capital account balance, calculated and paid quarterly. The general partner of the fund is also entitled to a performance-based profit allocation of 20.0% of net profits exceeding an 8.0% hurdle rate.