GuardCap Asset Management is an investment firm specializing in managing concentrated equity strategies for institutional investors. GuardCap focuses on long-term growth by investing in companies with sustainable competitive advantages. They offer global and emerging markets equity strategies. GuardCap considers environmental, social, and governance (ESG) factors in their investment decisions.
Assets Under Management$9.4B
Clients9
AdvisorsN/A
Avg. per Client$1B
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.95% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.75% |
These fees are for GuardCap Fundamental Emerging Markets Equity. GuardCap Fundamental Global Equity fees are: First $25M: 0.80%, Next $25M: 0.75%, Next $50M: 0.70%, Balance: 0.65%. Fees are at times negotiated within a narrow range.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.