Pebble Capital Management is a registered investment advisor providing portfolio management services to individuals on a discretionary basis. The firm uses a concentrated value strategy, focusing on publicly traded equities in the United States. The firm targets a concentrated number of equities with underappreciated growth opportunities or temporary issues. The strategy is suitable for clients seeking growth, with high risk tolerance, and a medium to long term time horizon.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The firm also charges a performance fee for qualified clients: 10% on the capital appreciation of the asset under management over an 8% threshold per annum. All other management fees are waived for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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