NK Capital provides ongoing investment management services to high-net-worth individuals, family offices, and institutions through managed accounts or pooled investment vehicles. NK Capital considers each client's financial situation, goals, and risk tolerance to determine suitability. NK Capital typically advises on publicly-traded equities but can invest in other securities with client agreement. Both managed account clients and limited partners of the fund must be "qualified clients".
Assets Under Management$36M
Clients2
AdvisorsN/A
Avg. per Client$18M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Qualified clients also pay a performance fee of 20% of capital appreciation above a hurdle. Investors in the fund pay a quarterly management fee of 1/4th of 0.50% annually and an annual incentive allocation of 20% of profits above a hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.