Worthington Capital Management, LLC

Assets Under Management

$32.7M

Number of Clients

2

Number of Advisors

N/A

Average Client AUM

$16.4M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)

About This Firm

Worthington Capital Management offers discretionary investment advisory services to pooled investment vehicles, including the Worthington Convergence Fund LP and Worthington Convergence Master Fund Limited. The firm manages each fund based on the investment objectives, policies, and guidelines set forth in the respective offering documents.

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

Worthington Capital Management receives a monthly management fee equal to an annual rate of 1% of the net assets of each investor's capital account. The advisor may also receive incentive-based compensation up to 15% of the funds' net profits per annum. These fees are detailed in the fund's offering documents.

Areas of Practice
Investment Management
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Location

5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137

0 Advisors at this firm

No advisors found for this firm.
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