9823 Capital manages investments for private investment funds and separately managed accounts. 9823 Capital works with clients to identify their investment goals and risk tolerance to create a portfolio strategy. Precept Legacy, a related firm, provides estate, retirement, education, and tax planning, along with investment management.
Assets Under Management$650M
Clients5
Advisors3
Avg. per Client$130M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
9823 Capital's fee for managing separately managed accounts is typically 2% per year, but can vary depending on the size of the account, the services provided, and the investment strategy. Fees are paid monthly or quarterly in advance. 9823 Capital may also charge performance-based fees, typically 20% per year, calculated quarterly or annually, subject to a high watermark. Fees are negotiable.
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