584 North LLC is an investment advisory firm founded by Sanjay Gupta that manages portfolios exclusively through separately managed accounts. 584 North employs a standardized long and short equity trading strategy based on technical analysis, price-action evaluation, and market timing. All client accounts are managed uniformly without customization or client-imposed restrictions, meaning every account follows the exact same trading signals and risk controls, such as predetermined stop-loss levels. The firm requires all client assets to be held at Interactive Brokers. 584 North charges a standard management fee of up to 2 percent annually, and qualifying high-net-worth clients may also be subject to a performance-based fee of up to 20 percent of returns exceeding a benchmark hurdle rate. The firm does not offer financial planning, tax preparation, or other wealth management services, focusing strictly on discretionary equity portfolio management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard annual management fee is up to 2%. Qualifying clients may also pay a performance fee of up to 20% of returns above the New York Federal Funds Rate. All fees are negotiable.