Cacm

Fee-Only (% of Portfolio)

CanAm Capital Management manages investments for limited partnerships that initially facilitated EB-5 investments. CACM redeploys proceeds from these investments to enable EB-5 investors to continue pursuing benefits under the EB-5 program. CACM selects a sub-advisor to manage client assets on a discretionary basis. CACM also offers non-discretionary advice on co-investment opportunities.

Assets Under Management$460M
Clients12
AdvisorsN/A
Avg. per Client$38M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.75%
$2.0M - $5.0M1.55%
$5.0M - $10.0M1.35%
$10M+1.00%

Fees charged to Limited Partnerships for the Redeployment of their Realization Proceeds in a portfolio comprised of assets that qualify for the EB5 program will be charged a maximum annual fee of 1.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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