Portage Capital Management manages investment portfolios for individuals, high-net-worth clients, and a private hedge fund. Portage Capital Management builds personalized portfolios based on each client's specific goals, risk tolerance, and time horizon. The firm uses fundamental analysis, statistical analysis, and asset allocation strategies to manage investments. Portage Capital Management also manages Portage Capital Partners, a private hedge fund for qualified investors.
Assets Under Management$27M
Clients5
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees are negotiable based on account complexity, anticipated future assets, and other factors. Family members and friends of associated persons may receive discounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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