Sharpvue Capital, LLC

Fee-Only (% of Portfolio)

SharpVue Capital manages investments for private pooled investment vehicles, not individual investors. SharpVue makes investment decisions for these funds based on guidelines in each fund's offering documents. Investors in these funds must meet certain suitability requirements. SharpVue does not tailor its investment advice to the needs of individual investors in the funds.

Assets Under Management$360M
Clients12
AdvisorsN/A
Avg. per Client$30M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

SharpVue Capital manages investments for private pooled investment vehicles. The firm charges an asset-based management fee, generally not exceeding 2% annually, paid quarterly in advance. The general partner of each fund, an affiliate of SharpVue, also receives a performance-based fee of up to 20% if the fund's returns exceed certain benchmarks. Details about specific fees can be found in each fund's offering documents.

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Location

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