Pearl Capital Investments provides investment advice and manages portfolios for individuals and high-net-worth individuals. They specialize in quantitative analysis of publicly traded stocks and derivatives, aiming for increased returns through fundamental analysis, market dynamics, and portfolio balancing. Pearl Capital creates investment model portfolios managed within client guidelines. The firm was founded in 2021 and is owned by Michael Pearl and John Elvig.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
In addition to the 0.50% management fee, a performance fee is charged based on returns above the high-water mark: 10% of returns between 0% and 9.99%, 15% of returns between 10% and 19.99%, and 20% of returns above 20%. Investors with over $1,000,000 receive a performance-fee exemption applicable to the first 5% of annual investment returns.