Kize Capital LP

Fee-Only (% of Portfolio)

Kize Capital provides investment advice to private funds and separately managed accounts. Kize uses a value-oriented investment strategy, taking long and short positions in public and private securities. Kize may establish special investments for illiquid assets. The firm's investment approach involves research-intensive analysis and independent thinking.

Assets Under Management$240M
Clients6
AdvisorsN/A
Avg. per Client$40M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Kize Capital manages investments for private funds and separately managed accounts. The firm receives management fees and performance-based incentive allocations. Management fees are generally 1.25% per year, based on the investor's net asset value. Incentive allocations are generally between 17.5% and 20% of realized and unrealized gains above benchmark amounts.

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Kize Capital LP | TrueAdvisor