Magarian Capital Management, LLC

Fee-Only (% of Portfolio)

Magarian Capital Management is a registered investment advisor that manages a private investment fund and provides sub-advisory investment management services to Pine Valley Investments. Magarian Capital Management offers a single long equity investment strategy that incorporates an options overlay, focusing on mispriced equities and asymmetric investment opportunities. The investment approach combines fundamental research with macroeconomic themes and active risk management. Magarian Capital Management primarily serves institutional clients, accredited investors, and qualified purchasers through pooled investment vehicles and sub-advisory arrangements, rather than directly managing individual retail accounts.

Assets Under Management$260M
Clients1
AdvisorsN/A
Avg. per Client$260M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Magarian Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor