Sourcerock Group LLC

Fee-Only (% of Portfolio)

Sourcerock Group LLC is an investment manager that invests in various sectors mainly through long and short investments in equities, but investments may also include fixed income securities, commodities, derivatives, and similar instruments. Sourcerock provides discretionary investment management services to pooled investment vehicles organized as private investment funds and may offer similar management services to institutional clients through separately managed accounts. Sourcerock does not provide financial planning services.

Assets Under Management$2.6B
Clients9
AdvisorsN/A
Avg. per Client$290M
Avg. per AdvisorN/A

Fee Structure

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

Sourcerock Group LLC manages investments for pooled investment vehicles. The management fees generally range from 0% to 1.50% per year, calculated and payable monthly. Clients are also subject to an annual incentive allocation equal to 15% to 55% of net eligible profits.

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Location

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No advisors found for this firm.