Egerton Capital (US) manages funds to provide investors with capital appreciation by investing predominantly in equity securities globally. Egerton Capital (US) offers two strategies, an equity long/short strategy and an equity long-only strategy. Egerton Capital (US) does not tailor advisory services to the individual needs of clients.
Assets Under Management$16B
Clients5
AdvisorsN/A
Avg. per Client$3.1B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Egerton Capital (US) charges an investment management fee based on the value of the client’s assets under management, ranging from 0.01% to 1.5% depending on the client account, share class and/or series. Egerton Capital (US) may also be paid a performance-based fee or allocation, ranging from 0.01%–20%, and may, in certain instances, be subject to a hurdle or preferred return.
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