Advisor at Nomadic Value Partners
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.
$0+: 1.0% annually for Nomadic Value Partners LP (the Fund) $0+: 0.5% annually for MDAs $0+: 1.0% annually for separate accounts
10% performance profit allocation (performance fee) on net capital appreciation over a 10% hurdle rate with a high-water mark, charged to qualified clients of Nomadic Value Partners LP (the Fund). No performance fees for MDAs or separate accounts.
Account minimum: $100,000 minimum for Nomadic Value Partners LP (the Fund), $2,000,000 minimum for Model Delivery Agreements (MDAs), no minimum stated for separate accounts (not currently offered to new clients) Fee-only: Management fees based on assets under management as stated above, no commissions or other compensation received by Nomadic.
NVIP LLC
2022 - Present (4 years)
Ashdon Investment Management
2019 - 2022 (3 years)
Ashdon Investment Management
2019 - 2019 (1 year)
West Virginia University Foundation
2017 - 2018 (1 year)
Ashdon Investment Management
2013 - 2017 (4 years)
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