Heighten Capital Management is a registered investment advisor founded and operated by Bryan R. Berg, a Chartered Financial Analyst. Heighten Capital Management specializes in managing customized portfolios through separately managed accounts. The firm offers two primary investment strategies: a valuation-focused public equity and options strategy designed for medium-term growth that may utilize margin borrowing, and an income-oriented strategy focused on generating current income primarily through options sales while maintaining a net-cash posture. Both strategies employ rigorous fundamental analysis, focusing on durable free cash flow, strong balance sheets, attractive valuations, and experienced management. Heighten Capital Management serves high-net-worth individuals, families, family offices, trusts, and retirement accounts. Because the firm's strategies involve concentrated holdings, options trading, and leverage, they are intended for clients with a high tolerance for volatility and risk.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable. Qualified clients may also be subject to an annual performance fee of 17.5% above a specified return hurdle.