Avatar Capital Management LLC

Commission-BasedFee-Only (% of Portfolio)

Avatar Capital Management provides investment management services to Avatar Fund, an affiliated real estate limited liability company. Avatar specializes in managing portfolios of real estate loans. Avatar's advice is tailored to the investment objectives and strategy set forth in the Avatar Private Fund's documents. Avatar does not provide specifically tailored advice to investors in the Avatar Fund.

Assets Under Management$180M
Clients1
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The firm also receives 50% of the Avatar Private Fund's net profits, paid yearly.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Avatar Capital Management LLC | TrueAdvisor