Taproot Management LP

Fee-Only (% of Portfolio)

Taproot Management LP provides investment advice to pooled investment vehicles, specifically private investment funds. Taproot seeks positive returns using a combination of fundamental stock selection and systematic portfolio management. Taproot does not tailor its advisory services to the individual needs of any particular investor.

Assets Under Management$710M
Clients3
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Taproot Management LP provides investment advisory services to private investment funds. Taproot receives compensation in the form of fixed asset-based management fees payable quarterly in advance and annual performance-based compensation allocated on an annual basis.

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Taproot Management LP | TrueAdvisor