Earlsdon Capital Management is a registered investment advisor that provides customized portfolio management on a discretionary basis. The firm primarily utilizes a catalyst-driven long and short equity strategy focused on developed markets, typically holding investments for about 30 days. Earlsdon employs a regime-adaptive exposure model, ranging from market neutral to directional, and uses systematic de-risking and dynamic stop losses to manage drawdowns. The firm tailors its services to each client's individual needs, investment objectives, risk tolerance, and time horizon. Earlsdon also acts as the General Partner and investment manager for a private fund, the South Riding Global Opportunity Fund. The firm serves individuals, private funds, pension and profit-sharing plans, trusts, estates, and corporations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fees range from 0.50% up to 2.00% per annum depending on the type and complexity of the strategy and account size. Fees are negotiable. Qualified clients may also be subject to a 30% performance fee on annual gains.