Kate Capital LLC

Fee-Only (% of Portfolio)

Kate Capital manages private funds and separately managed accounts for accredited investors, employing a global macro strategy across stock, bond, commodity, and currency markets. The firm does not tailor its services to individual investor needs, and investors cannot influence the fund's investment objectives or trading decisions. Kate Capital does not offer other types of investments or participate in wrap fee programs.

Assets Under Management$220M
Clients5
AdvisorsN/A
Avg. per Client$44M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Kate Capital manages investments for private funds and separately managed accounts. The management fees start at 1.25% per year for the first $250 million of investor ownership interests, and 1.5% for any subsequent investors. Management fees may vary and may be negotiable, and may be payable more or less frequently depending on the investor and the arrangement.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.