Advisor at Spartan Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Charlotte, NC
Credentials
Series 65
Industry experience
7 years
Ben Rudisill is a financial advisor at Spartan Capital Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including BlueCrest Capital Management and Asset Growth Partners prior to joining Spartan in 2018. Spartan Capital Management provides discretionary investment management and sub-advisory services to registered investment advisers, institutions, trusts, family offices, and high-net-worth individuals. The firm manages two in-house strategies using a fundamentally driven, bottom-up research process combined with a top-down macro overlay and offers these strategies primarily to accredited and high-net-worth investors.
Based on Spartan Capital Management, LLC
Based on Spartan Capital Management, LLC
$0+: 1.00% annually (Spartan Long Only Strategy) $0+: 1.00% annually (Spartan Long/Short Strategy without performance fee) $0+: 1.00% annually plus 10% performance-based incentive fee (Spartan Long/Short Strategy with performance fee) $0+: 1.00% annually for equity assets and 0.35% annually for fixed income assets (model or custom separately managed accounts) $0+: Up to 0.35% annually (401(k) advisory services)
10% of net profits annually on Spartan Long/Short Strategy with performance fee option, subject to high water mark and eligibility requirements.
Account minimum: $150,000 for Spartan Long/Short Strategy (performance fee option eligibility requires $500,000 under management or $1,000,000 net worth)
Charlotte, NC
North Carolina
Spartan Capital Management, LLC
2018 - Present (8 years)
Asset Growth Partners
2017 - 2018 (1 year)
SELF EMPLOYED
2016 - 2017 (1 year)
SELF EMPLOYED
2016 - 2018 (2 years)
BlueCrest Capital Management
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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