Caiman Capital Group LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

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.

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

1 Advisors at this firm