Mavros Capital Management is a registered investment advisor founded in 2023 and based in Los Angeles, California. Mavros Capital Management primarily serves individuals, high-net-worth individuals, families, trusts, foundations, and business entities. The firm offers portfolio management services, which include ongoing account monitoring, strategic investment advice, sourcing and evaluating alternative private fund managers, integrating real estate and non-liquid assets into investment strategies, and developing diversification strategies for low-basis securities. Mavros Capital Management tailors its approach to each client by developing a formal Investment Policy Statement that reflects the client's financial circumstances, risk tolerance, and objectives. In addition to direct portfolio management, Mavros Capital Management has launched a family office services team to connect clients with independent professional firms providing outsourced services such as tax advisory, estate planning, and bill pay at no direct cost. Mavros Capital Management manages investments using fundamental, technical, quantitative, and cyclical analysis, and may utilize third-party sub-advisors or independent managers when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $30.0M | 0.80% |
| $30M+ | 0.70% |
Fees are negotiable based on assets under management and financial complexity. Minimum annual fee is $10,000. Assets from multiple clients in the same family or household may be aggregated.