Anhinga Investment Partners is a registered investment advisor founded in 2019 and based in Brooklyn, New York. The firm is led by Calgary G. Leveen and provides investment management services to individuals, trusts, estates, and pooled investment vehicles. Anhinga employs a single, bottom-up investment strategy focused on fundamental analysis to identify securities trading at a discount to their intrinsic value. The firm exercises authority to make trades without asking first on client accounts and typically requires a minimum initial investment of $500,000 for separate accounts. Anhinga also serves as the investment manager for a private fund, Anhinga Spectrum Partners. The firm does not participate in wrap fee programs and focuses primarily on managing investments rather than providing comprehensive financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Separate account clients are typically charged a performance fee of 25% of net profits above a 6% hurdle rate. The private fund is charged an annualized management fee of 0.75% based on net asset value.