West Horizon Capital

Fee-Only (% of Portfolio)

West Horizon Capital provides investment advice on a discretionary basis, primarily to pooled investment vehicles intended for sophisticated and institutional investors. West Horizon does not tailor its advisory services to individual investors in the Funds. The firm manages private funds and provides advice based on specific investment objectives and strategies.

Assets Under Management$280M
Clients3
AdvisorsN/A
Avg. per Client$94M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

West Horizon Capital manages investments for pooled investment vehicles. The investment management fee ranges from 0.40% to 1.50% per year of the fund's net asset value, charged monthly in advance. The firm may also receive annual performance-based compensation ranging from 7% to 15% of the fund's net capital appreciation above a set hurdle amount.

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