Alphyn Capital Management offers portfolio management services tailored to individual client goals and risk tolerance. They primarily use a hedge fund-like strategy or a broader wealth management portfolio incorporating various investments. Alphyn requires authority to make trades without client permission for each transaction. They also offer a third-party trading signal strategy to qualified clients.
Assets Under Management$30M
Clients6
Advisors1
Avg. per Client$5M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients invested in the Arauca strategy pay a 1% management fee and a performance fee equal to 20% of the increase in the account's net assets during the year, provided the net assets represent an annualized rate of return of 5% of the account's net assets at the beginning of the year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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