Caiman Capital Group specializes in using quantitative and fundamental analysis to determine investments for its models. The firm assesses client holdings and aligns them with short and long-term goals. Caiman Capital Group reviews investment performance and portfolio exposure to market conditions. The firm does not receive commissions and is not affiliated with entities that sell financial products or securities.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable depending on the account value and complexity of work. Qualified clients may pay up to 0.5% of assets under management, plus a performance fee equal to 15% of capital appreciation above an 8% annual compounding hurdle. Performance fees are negotiable.