Aplomado Advisors provides investment management services to private funds. They establish investment objectives, buy and sell securities, and report to investors. Aplomado may also manage accounts for high net worth individuals, tailoring advice to their investment profile. Aplomado's investment approach involves fundamental research to identify misperceptions in the market.
Fee Structure
Aplomado Advisors manages investments for private funds, charging a quarterly management fee of 0.375% of the fund's net assets (1.5% annually), paid in advance. They also receive a performance-based profit allocation. For managed accounts, they may charge an annual management fee of up to 1.5%, negotiable with each client. Clients also reimburse Aplomado for their share of investment-related expenses.