Catapult Investment Management
Assets Under Management
$3.9M
Number of Clients
10
Number of Advisors
1
Average Client AUM
$391K
AUM per Advisor
$3.9M
Compensation
Fee-Only (AUM)
About This Firm
Catapult Investment Management, L.L.C. manages securities accounts using active and passive investment strategies. Actively managed accounts follow the proprietary Catapult Strategy. The firm also provides passive investment supervisory services. Catapult IM is affiliated with Krilogy Capital Management Partners II, L.L.C. (KCMP II), a joint venture that operates a hedge fund.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees may be customized for investments above $5,000,000.
Fee Estimator
Catapult Investment Management charges fees based on assets under management. For actively managed portfolios, the standard annual fee is 1.00% for assets under $500,000, 0.75% for assets between $500,000 and $999,999, and 0.50% for assets between $1,000,000 and $5,000,000. Fees for investments above $5,000,000 may be customized. For passively managed portfolios, the fee is 0.25%. Fees are calculated quarterly. The firm may negotiate alternative fees on a client-by-client basis and offer discounted fees to family members of long-time clients and friends of associated persons.
Areas of Practice
Location
MO, United States