Scopefour Capital
Assets Under Management
$18.4M
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)
About This Firm
ScopeFour Capital offers investment advice and portfolio management to institutional clients, investing in global public companies scaling climate solutions. They focus on active management, fundamental analysis, and identifying quality growth companies with financial strength.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.85% |
Fees are negotiable and may vary among clients.
Fee Estimator
ScopeFour Capital charges an annual asset-based management fee of 0.85% of total assets under management, billed quarterly. Fees are negotiable and may vary among clients. Clients also incur brokerage and custody fees charged by their chosen brokerage or bank. The minimum account size is $20,000,000, but this may be waived at the firm's discretion.
Areas of Practice
Location
840 Apollo Street, Suite 100, El Segundo, CA, 90245