Findell Capital Management LLC

Fee-Only (% of Portfolio)

Findell Capital Management aims to outperform benchmark indices by applying its Key Investment Factors framework, primarily on small cap equities (less than $5 billion in market value). The firm manages a US master fund in a “mini-master” fund structure with an exempted company organized under the laws of the Cayman Islands, which invests substantially all of its assets in the master fund. The Adviser was formerly known as FIN Capital Management LLC. Both the General Partner and the Adviser are controlled by Brian Finn.

Assets Under Management$240M
Clients4
AdvisorsN/A
Avg. per Client$59M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Findell Capital Management manages investments for private pooled investment vehicles. Investors are generally subject to a quarterly management fee equal to 1/4th of 1.50% (1.50% per year) of the investor’s capital account balance as of the beginning of each quarter and an annual performance allocation equal to 20% of each investor’s ratable share of the fund’s profits for such year, but only to the extent that such profits exceed such investor’s “high water mark.”

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Findell Capital Management LLC | TrueAdvisor