Ad Deum Funds, also known as Wizard of Ops, offers investment advice and manages the Ad Deum Active Kyrios Fund, LP. Services include newsletters analyzing option dealer positioning, Volland dashboards providing market insights, and individual asset management using strategies tailored to client needs. Ad Deum Funds also offers investment planning services to accredited and non-accredited investors.
Fee Structure
Ad Deum Funds charges a percentage of your portfolio each year for investment management. The specific percentage depends on the investment strategy used:
- Traditional Strategy: 1% per year
- Volland Strategy: 3% per year (1% + 2% incremental fee)
- Structured Risk Strategy: 1.75% per year (1% + 0.75% incremental fee)
- Specialty Strategy: 2.75% per year (1% + 1.75% incremental fee)
Fees are calculated monthly and billed quarterly in arrears. There is a $50,000 minimum account size, but Ad Deum Funds may consider smaller accounts on a case-by-case basis. Individual asset management clients receive complimentary access to the Wizard of Ops newsletters.