Glenorchy Capital is a firm that invests in undervalued investment themes and sectors worldwide. They manage individual client accounts and a private fund, The Glenorchy Rebel Fund. Glenorchy uses exchange-traded securities, including equity and fixed income. Client portfolios are managed based on their financial situation and investment goals, with similar securities and exposure across accounts.
Assets Under Management$220M
Clients366
Advisors1
Avg. per Client$590K
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are calculated daily and charged quarterly. There is also a performance fee of 20% above the total return of the iShares US 1-3 month Treasury Bond ETF (Ticker: BIL), charged annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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