4D Advisors manages investments for a private investment fund. The firm's investment strategy is a fundamental long-short equity strategy focused on U.S.-based, micro to midcap companies. They use research and management interviews to identify mispriced equities, preferring long positions in growing companies and short positions in those in decline. The fund may invest in various securities and derivatives.
Assets Under Management$260M
Clients1
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee for the fund. Also receives an annual performance fee of 20% of any net capital appreciation, subject to a high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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