Mudita Management

Fee-Only (% of Portfolio)

Mudita Advisors, operating as Mudita Management, provides investment advice to privately placed investment funds and separately managed accounts. The firm aims to generate attractive risk-adjusted returns over the long term by identifying mispricing across asset classes, focusing on equities and equity derivatives. Mudita Advisors has a broad investment mandate and may trade across all asset classes, market sectors, geographies, and security types. The firm does not tailor its advisory services to the individual needs of investors and does not accept investor-imposed investment restrictions.

Assets Under Management$1.3B
Clients7
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Mudita Advisors manages investments for privately placed investment funds and separately managed accounts. The firm receives a quarterly management fee based on a percentage of the aggregate investor capital balance. Mudita Advisors also receives an incentive allocation based on a percentage of net profits in excess of a hurdle return, with a catch-up provision, and subject to a loss carryforward provision. Clients will proportionally bear all costs and expenses related to its investment activity and operations.

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Mudita Management | TrueAdvisor