Advisor at Intergeneration Capital Management, LLC
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Firm
Intergeneration Capital Management, LLC
Location
Andover, MA 01810
Credentials
CFA®
Industry experience
14 years
Pamela Hegarty is a CFA charterholder and a financial advisor at Intergeneration Capital Management, LLC with 14 years of industry experience. She has been with Intergeneration Capital Management since 2011. Intergeneration Capital Management serves pooled-vehicle investors and institutional allocators through two private funds—one global fundamental long-only and one international long-short—while also providing non-discretionary retirement plan consulting to plan sponsors and trustees. The firm emphasizes a combination of quantitative screening and fundamental analysis focused on publicly listed equities and operates both long-only and long-short strategies.
Based on Intergeneration Capital Management, LLC
Based on Intergeneration Capital Management, LLC
$1.2 million - $5 million: 0.99% annually (Long Only Fund) $5 million - $10 million: 0.95% annually (Long Only Fund) $10 million - $15 million: 0.90% annually (Long Only Fund) $15 million - $20 million: 0.85% annually (Long Only Fund) $20 million - $25 million: 0.80% annually (Long Only Fund) $25 million - $30 million: 0.75% annually (Long Only Fund) $30 million - $35 million: 0.70% annually (Long Only Fund) $35 million+: 0.65% annually (Long Only Fund) $1.2 million - $5 million: 1.50% annually (Long-Short Fund) $5 million - $10 million: 1.45% annually (Long-Short Fund) $10 million - $15 million: 1.40% annually (Long-Short Fund) $15 million - $20 million: 1.35% annually (Long-Short Fund) $20 million - $25 million: 1.30% annually (Long-Short Fund) $25 million - $30 million: 1.25% annually (Long-Short Fund) $30 million - $35 million: 1.20% annually (Long-Short Fund) $35 million+: 1.15% annually (Long-Short Fund)
20% of net appreciation over a specified hurdle rate with caps and claw-back provisions for both Private Funds
Initial fee plus negotiable monthly fee for retirement plan consulting services
Account minimum: $1.2 million
300 Brickstone Square, Suite 201
Andover, MA 01810
Massachusetts
Intergeneration Capital Management
2011 - Present (15 years)
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