Katam Hill LLC offers investment management services, primarily investing in publicly-traded global equities with a focus on the technology, media, and communication sectors. Katam utilizes a fundamental, bottoms-up company-specific research framework. Katam also provides investment research services to third-party companies. Katam manages client assets on a discretionary basis.
Assets Under Management$42M
Clients65
Advisors1
Avg. per Client$650K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.70% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
In addition to the asset-based fee, Katam charges a performance fee of 10% on amounts above 0% return, but only to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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