Tiger Mountain Capital manages concentrated portfolios, primarily of equity securities, aiming for returns exceeding the S&P 500. They invest in 8-12 positions annually, using options for short exposure. Leverage up to 100% may be used. A long-only, unleveraged strategy is available for non-taxable accounts. Tiger Mountain also provides sub-advisory services, offering research and investment recommendations to other managers.
Assets Under Management$6.2M
Clients12
Advisors1
Avg. per Client$510K
Avg. per Advisor$6.2M
Fee Structure
Investment management only (planning not offered)
Tiger Mountain Capital charges 1.5% per year on the value of your portfolio. If you are a 'qualified client', you'll pay 1% per year on your portfolio, plus 10% of the capital appreciation during the year. The fees may be negotiable in certain circumstances.
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