Elkwater Capital provides investment advisory services, primarily limited to exchange-listed equity securities, Business Development Companies, and corporate debt securities. Elkwater tailors its advisory services to each client's individual needs based on meetings and conversations. The firm manages portfolios on a discretionary basis according to the client’s objectives.
Assets Under Management$33M
Clients3
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.20% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.80% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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