West Elk Capital, LLC

Fee-Only (% of Portfolio)

West Elk Capital provides investment advice exclusively to West Elk Partners, LP, a private investment fund. West Elk identifies investment opportunities, manages the fund's assets, and participates in the acquisition, monitoring, and disposition of investments. The firm aims for long-term capital appreciation by investing in undervalued small and micro-cap public and private companies.

Assets Under Management$130M
Clients1
AdvisorsN/A
Avg. per Client$130M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Management fee is 1.50% per annum of the net asset value of the Limited Partner’s closing Capital Account. The Management Fee is generally subject to waiver or reduction by West Elk and the General Partner in their sole discretion. This fee structure may be modified from time to time.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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