Pricing

Look, pricing hedge fund strategies isn't complicated if you're straightforward about it. We've got three tiers because different investors need different things. Some want to dip their toes in. Others are ready to go all-in. Pick what fits your situation.

Foundational

$8,500/quarter

Entry point for investors managing $2-5M. You get core strategies, quarterly reviews, and basic portfolio monitoring without the premium bells.

✓ Three core hedge strategies
✓ Quarterly performance reviews
✓ Portfolio rebalancing (2x yearly)
✓ Monthly market briefings
✓ Email support
✓ Access to strategy documentation

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Principal

$22,000/quarter

Sweet spot for $5-25M portfolios. Active management, real-time monitoring, direct advisor access. This is where most of our clients live.

✓ Eight advanced hedge strategies
✓ Real-time portfolio monitoring
✓ Monthly rebalancing
✓ Weekly advisor calls
✓ Custom strategy modifications
✓ Risk analytics dashboard
✓ Dedicated relationship manager

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Institutional

Custom pricing

$25M+ portfolios get bespoke treatment. Build exactly what you need. We design strategies around your specific goals, not the other way around.

✓ Unlimited custom strategies
✓ 24-hour market alerts
✓ Weekly in-person meetings
✓ Proprietary risk modeling
✓ Tax optimization planning
✓ Multi-asset class coordination
✓ Board-ready reporting

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Pricing FAQ

Do you charge performance fees on top of the quarterly cost?

Nope. Our quarterly fee covers everything. We don't take a percentage of gains. Some advisors do it that way—we think it creates the wrong incentives. You want us focused on solid returns, not maximizing our cut. That's the whole point.

What if I need to move to a different tier mid-year?

People's situations change. We adjust on the next quarter. If you've outgrown Foundational or realized Institutional's overkill, just let us know. No penalties, no drama. We've been doing this 13 years—we're not going to nickel-and-dime you.

Are there hidden costs or minimum balances?

Minimum's $2M to work with us. Everything else is in the quarterly fee. No account setup charges. No "research fees." No surprise assessments. The number we quote is the number you pay. Simple as that.

How do you decide which strategy tier to recommend?

Honest conversation. We ask about your goals, risk tolerance, and what keeps you up at night. Then we recommend what actually makes sense—not what generates the most revenue for us. Sometimes that means starting smaller than you'd expect. We'd rather build trust than oversell.

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