Act Capital Management, LLC

Fee-Only (% of Portfolio)

ACT Capital Management provides investment advice, primarily focused on publicly-traded equity securities, to private investment funds and family members. The firm may also invest in other financial instruments. ACT uses an opportunistic, research-driven approach, focusing on companies with a competitive edge, primarily in the biopharma, medical technology, and diagnostic spaces. The firm manages concentrated portfolios and uses covered option writing.

Assets Under Management$120M
Clients16
AdvisorsN/A
Avg. per Client$7.2M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Act Capital Management, LLC | TrueAdvisor