LoneTree Capital manages investments for private investment funds. These funds are available only to institutional investors and sophisticated, high-net-worth individuals who meet specific eligibility requirements. LoneTree Capital does not manage cash balances. The firm is affiliated with Leonis Securities (a broker-dealer) and LoneTree GP I, LLC (General Partner to LoneTree I, L.P. Fund).
Assets Under Management$220M
Clients3
AdvisorsN/A
Avg. per Client$72M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee is 2% of committed capital, paid quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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