Advisor at Three Circles Capital Management, LLC
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Firm
Three Circles Capital Management, LLC
Location
Denver, CO 80202
Credentials
Series 65
Industry experience
20 years
Jeffrey Hoag is the sole advisor at Three Circles Capital Management, LLC, an independent firm based in Denver, CO. He holds a Series 65 credential and has 20 years of industry experience, including over two decades with his current firm. Hoag serves on the boards of Compass Bank of Colorado and ACI Electronics, a distributor of electronic components. Three Circles Capital Management provides discretionary portfolio management for individuals, trusts, corporations, and banking institutions, managing both separate accounts and a private pooled investment vehicle. The firm uses a proprietary analytical process to select global equity investments based on value, growth, and momentum, employing long and short positions as well as options strategies to manage risk and generate income.
Based on Three Circles Capital Management, LLC
Up to 2.0% annually (negotiated fees for Separate Accounts)
20% incentive allocation on net new appreciation for Fund, subject to high water mark
Account minimum: $100,000 (may be waived to as low as $50,000 at Advisor's discretion) Fee-only: Management fee up to 2.0% annually for Separate Accounts; 1.0% annually for Fund's net asset value
1625 Larimer Street #1807
Denver, CO 80202
Colorado
Three Circles Capital Management, LLC
2005 - Present (21 years)
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