MCJ Capital Partners provides portfolio management services aiming for equity-like returns with less market risk. They use a long/short strategy focused on U.S. and other markets' stocks. MCJ Capital Partners invests across sectors and may take concentrated positions. The strategy is managed in separately managed accounts. They may also manage a modified "long-only" version for some clients. MCJ Capital Partners requires authority to make trades without asking first.
Assets Under Management$470K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$470K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable or waived in certain circumstances. Qualified clients also pay a 20% performance fee on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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