Weatherhelm Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$82,790,711
Total clients
78
19% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
39
Average account size
$1,061,419
Client services
Fee options
Alternative Asset Consulting Fee: negotiable fixed fee not to exceed $2,000 annually, billed quarterly.
$0 - $100,000: 2.00% $100,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.72%
Negotiable hourly rate up to $250 per hour for consulting services.
Performance-based fee of up to 20% of quarterly trading profits with base fee waived; minimum $500,000 initial investment generally required, negotiable.
Fee-only: Fee-only registered investment advisor; no commissions received from third parties.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Weatherhelm Capital Management LLC
5 Washington Street, Suite 1
Cambridge NY 12816, United States
Number of offices
2
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