Topline Capital Management, LLC

Fee-Only (% of Portfolio)

Topline Capital Management manages investment funds (Topline Capital Partners, LP and Topline Capital Offshore, Ltd.) with similar investment objectives. Topline invests in small and microcap stocks, primarily in the software, payments, healthcare, business services, and gaming industries. The funds are managed according to the investment strategy outlined in their offering documents, not based on individual investor needs.

Assets Under Management$630M
Clients2
AdvisorsN/A
Avg. per Client$310M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Topline Capital Management, LLC | TrueAdvisor