Eaglestone Capital Management LLC

Fee-Only (% of Portfolio)

Eaglestone Capital Management manages investments for Eaglestone Capital Partners LP, a limited partnership. They invest in publicly listed securities of high-quality U.S. companies with shareholder-friendly management. Eaglestone focuses on long-term capital appreciation and requires investors to be both accredited and qualified clients. They do not tailor services to individual partners within the fund.

Assets Under Management$9.1M
Clients1
Advisors1
Avg. per Client$9.1M
Avg. per Advisor$9.1M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Eaglestone Capital Management manages investments for a limited partnership. They charge an annual management fee of 1% of the capital under management. They also charge a performance-based fee of 20% of the net profits exceeding annual net losses, accrued loss carryforward, and an annual hurdle rate. These fees may be negotiable.

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Location

1 Advisors at this firm