Powder Ridge Capital advises clients on investment portfolios tailored to their financial situation and risk tolerance. They primarily use equities, equity ETFs, and cash, and may use fixed income ETFs. Powder Ridge specializes in the U.S. equity market, with the General Partner having 26 years of experience. They focus on fundamental analysis and may construct concentrated portfolios.
Fee Structure
Powder Ridge Capital offers investment management services with fees based on the value of your portfolio. They offer a standard fee of 4.25% of assets managed, calculated on average daily balances and deducted monthly. They also offer a fee structure of 2.00% of assets managed plus 20% of the profits generated, calculated quarterly or annually. Both fee structures are negotiable in certain situations.