Castellum Capital Management offers investment management services for the Opportunistic Value Strategy, which invests primarily in domestic small and mid-cap companies. The firm's approach is to invest in deeply undervalued companies, hedge market volatility, and adjust risk exposure at market inflection points. Advisory services are not tailored to individual client needs.
Assets Under Management$2.8M
Clients12
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Accredited Investors/Qualified Purchasers and Qualified Clients also pay a 20% annual performance fee. Non-Accredited Investors do not pay a performance fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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