Barrier Capital Management, LLC

Fee-Only (% of Portfolio)

Barrier Capital Management manages investments primarily in equity and equity-related securities for investment funds and separately managed accounts. Barrier selects investments based on its assessment of their fundamental value relative to their price. The firm's clients include high-net-worth individuals, institutions, families, trusts, foundations, sovereign wealth funds, private or public pension plans and endowments.

Assets Under Management$130M
Clients2
AdvisorsN/A
Avg. per Client$63M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Barrier Capital Management charges an annual management fee for investment limited partnerships, typically 1.5% of the value of your portfolio, payable quarterly. They also allocate a performance fee equal to 17.5% of net profits. For separately managed accounts, the management fees typically range from 0.30% to 1% annually, payable quarterly. Separately managed accounts also pay a performance fee, typically 20% of the amount that returns outperform an agreed-upon benchmark.

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Barrier Capital Management, LLC | TrueAdvisor