Sfumato Capital Management LLC

Fee-Only (% of Portfolio)

Sfumato Capital Management manages investment portfolios for individuals, trusts, estates, charitable organizations, and business entities. Sfumato Capital Management tailors its advisory services to each client's individual needs through meetings and discussions. The firm primarily uses a long-only value strategy, focusing on publicly traded micro-cap and small-cap stocks identified through a bottom-up, fundamentals-driven research process. Sfumato Capital Management targets high-quality companies priced at a discount to fair value, typically building concentrated portfolios of 10 to 15 positions. In addition to separately managed accounts, Sfumato Capital Management manages private funds for qualified clients.

Assets Under Management$51M
Clients3
AdvisorsN/A
Avg. per Client$17M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Management fees range up to 2.00% per year depending on the strategy, account size, and relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.