Bantamac Capital provides investment advice to separately managed accounts and personalized investment programs for high-net-worth individuals, trusts, estates, foundations, and charitable organizations. Bantamac offers both discretionary and non-discretionary investment advisory services. The firm's primary focus areas include risk management, systematic investing, and portfolio management. Investment advice is tailored to client needs and goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.75% |
| $10.0M - $20.0M | 1.50% |
| $20M+ | 1.25% |
Fees may vary depending on the custodian used and the complexity of the strategy. Fees are for accounts custodied at Northern Trust and Charles Schwab. Fees may be higher if clients use other custodians. Bantamac Capital reserves the right to reduce, waive, or negotiate advisory fees at its discretion.