Palm Valley Capital Management is a registered investment advisor founded in 2019 and based in Jacksonville Beach, Florida. The firm provides investment management services to individual accounts, trusts, estates, and other entities, utilizing an absolute return approach focused on small-capitalization stocks. Palm Valley Capital Management seeks to achieve attractive risk-adjusted returns over a full market cycle rather than attempting to outperform a specific benchmark, employing fundamental analysis and a disciplined valuation approach using discounted cash flow models. In addition to managing separate accounts, Palm Valley Capital Management serves as the investment advisor to the Palm Valley Capital Fund. The firm maintains discretionary authority over client accounts, allowing investment decisions to be made without obtaining prior consent for individual transactions, and requires clients to establish accounts at a qualified custodian.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees for accounts exceeding $10,000,000 are negotiable but will not exceed 1.00%. Palm Valley Capital Management also reserves the right to negotiate lower fees for accounts under $10,000,000.