Beechwood Value Capital, LLC

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Beechwood Value Capital manages investments for the Beechwood Value Capital Fund, a private fund. They focus on a concentrated portfolio of public securities, aiming for long-term capital appreciation by investing in established and emerging small-cap companies worldwide. They may also use options to hedge positions. Investments in the fund are offered to accredited investors who meet certain financial requirements.

Assets Under Management$4.2M
Clients1
Advisors1
Avg. per Client$4.2M
Avg. per Advisor$4.2M

Fee Structure

Investment management only (planning not offered)

Beechwood Value Capital does not charge a management fee for its investment management services to the Partnership. However, the Adviser receives a performance allocation equal to 20% of the Partnership’s Net Capital Appreciation attributable to a Limited Partner’s Capital Account above the Hurdle Amount as of the close of each calendar year or other relevant Performance Period.

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Location

1 Advisors at this firm

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