Eriksen Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,842,600
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
3
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
3
Average account size
$14,614,200
Client services
Portfolio management
Portfolio management for private investment funds
Portfolio management for private investment funds
Fee options
Qualified Clients (net worth > $2,200,000 excluding primary residence)+: 1.25% annually (billed quarterly at 0.3125%) plus 20% performance allocation on profits Non-Qualified Clients+: 2.0% annually (billed quarterly at 0.50%)
20% of profits annually for qualified clients, payable only after recouping any prior losses.
Account minimum: $100,000 minimum for Cedar Creek Partners LLC; no stated minimum for Separately Managed Accounts but accounts below $1,000,000 are not likely to be accepted Fee-only: 1.25% or 2.0% annual management fee depending on client qualification plus 20% performance fee for qualified clients; negotiable fees based on account size.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Eriksen Capital Management
Custer WA, United States
Number of offices
1
Forms ADV
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