Castle Ridge Asset Management Limited

Fee-Only (% of Portfolio)

Castle Ridge Asset Management provides investment advice to funds they sponsor and funds managed by other investment advisors. They invest based on each fund's specific goals. The firm focuses on long and short positions in publicly traded equity, particularly in technology and related sectors. They may also use options, futures, and swaps.

Assets Under Management$190M
Clients4
AdvisorsN/A
Avg. per Client$48M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Castle Ridge Asset Management manages investments for funds and is compensated through asset-based management fees and performance-based compensation. The specifics of these fees are detailed in each fund's offering documents.

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Location

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Castle Ridge Asset Management Limited | TrueAdvisor