Lw Capital Management, LLC

Fee-Only (% of Portfolio)

Laughing Water Capital Management provides investment advisory services to private investment funds and individually managed accounts. The firm specializes in managing a concentrated portfolio of primarily domestic small company stocks, using fundamental research to identify undervalued public equities. Matthew Sweeney serves as the principal owner and Managing Member. The firm serves individuals and pooled investment vehicles, maintaining discretionary authority over all client portfolios.

Assets Under Management$99M
Clients2
AdvisorsN/A
Avg. per Client$50M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Management fee is up to 1.25% annually, billed monthly or quarterly in advance. Accounts also subject to a 20% performance fee on net profits.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Lw Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor