Radnorwood Capital, LLC

Assets Under Management

$42.5M

Number of Clients

1

Number of Advisors

3

Average Client AUM

$42.5M

AUM per Advisor

$14.2M

Compensation

Fee-Only (AUM)

About This Firm

Radnorwood Capital, LLC manages assets on a discretionary basis, primarily investing in publicly traded equity and equity-related securities of technology sector companies. They manage one investment limited partnership, Planting Ground Fund, L.P. Investors have no input on fund investments.

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $10.0M2.00%
$10.0M - $15.0M1.50%
$15M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Radnorwood charges an annual management fee based on the limited partner's capital account balance: 2.00% up to $10 million, 1.50% between $10 million and $15 million, and 1.10% over $15 million. Fees are deducted monthly. The minimum investment is $500,000, but this may be waived. Radnorwood generally requires a minimum of $10 million to open an individually managed account, but may waive this minimum at its discretion.

Areas of Practice
Investment Management
Loading...
Location

DE, United States

3 Advisors at this firm

Radnorwood Capital, Llc | AdvisorDiscover