Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees above $100 million are customized.
Fee Estimator
The annual investment advisory fee is based on a percentage of the market value of assets managed. The standard fee is 0.65% on the first $50 million and 0.50% on the balance over $50 million. Balances over $100 million are customized. A $50 million asset level is generally required, equating to a minimum annual fee of $325,000. Clients with less than $50 million in assets under management will pay more than 0.65%. Clients also incur separate fees paid to broker-dealers and custodians, as well as management and performance fees charged by third-party managers.
Areas of Practice
Advisor Information
Office location
55 East 52nd Street, 18th Floor, New York, NY, 10055
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eleonore is a venture partner at Trailhead Capital Management, LLC, a venture capital firm, since 2022. She spends about 10-20% of her time managing portfolio companies and handling operations, with a few of those hours during securities trading hours.