Szop Multistrat Management LLC

Fee-Only (% of Portfolio)

SZOP Multistrat Management provides investment advice to a private fund, making investment decisions based on the fund's objectives and strategies. SZOP does not tailor its services to the individual needs of the fund's investors. SZOP has broad authority over the fund's investment portfolio, but the fund can place restrictions on the types of investments made.

Assets Under Management$44M
Clients1
AdvisorsN/A
Avg. per Client$44M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The firm also receives 20% of any net new profit in a limited partner’s capital account at the end of each fiscal quarter. Fees may be waived or modified for certain investors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Szop Multistrat Management LLC | TrueAdvisor