Karl Kapital

Fee-Only (% of Portfolio)

Karl Kapital provides investment advisory services to pooled investment vehicles structured as private funds, often acting as a subadvisor. The firm employs a long/short investment strategy, primarily focusing on equity securities within the financial services industry. Karl Kapital does not tailor its services to the individual needs of any fund's underlying investors.

Assets Under Management$180M
Clients3
AdvisorsN/A
Avg. per Client$60M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Karl Kapital manages investments for private funds and charges a management fee based on a percentage of the assets they manage, as well as performance-based compensation. The management fee is paid quarterly in advance. Karl Kapital may reduce or waive fees for certain investors. Clients also bear all costs directly related to trading and operations.

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