Tusker Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Tusker Capital primarily advises pooled investment vehicles and institutional-style managed accounts, and the firm also may provide investment advice to high-net-worth individuals alongside its fund clients. Its advisory services are concentrated on a single absolute-return vehicle that targets global equity and commodity markets.
The firm pursues a flexible, opportunistic long/short and relative-value investment approach across equities, commodities and related derivatives, and it uses hedging and selective leverage to seek risk-adjusted returns and capital protection. Investment decisions are driven by fundamental research of commodity markets and industry sectors, with the firm utilizing both exchange-traded and over-the-counter instruments as part of its strategy.
Compared with many peers, Tusker is a small, founder-led manager that operates with a concentrated, institutional-style trading program more typical of proprietary and macro managers than of larger multi-advisor firms. It is notable among similar investment-manager firms for explicitly supporting high-net-worth investors in addition to pooled vehicles while maintaining an opportunistic, commodity-focused research emphasis.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Private / alternative investments
Fee options
$0+: 0.50% quarterly in advance (approximately 2.0% annually) Management Fee for Class A investors $0+: 0% Management Fee and 25% Performance Fee for Class B investors (closed for new investments) $0+: 1.0% Management Fee and 20% Performance Fee for Class C investors $0+: 1.7% Management Fee and 23% Performance Fee for Class D investors
20% Performance Allocation (Performance Fee) on net profits for Class A investors; up to 25% Performance Fee in other classes as described in tiers
Account minimum: $250,000 for the Fund; $20,000,000 for new managed accounts
Main office location
Tusker Capital, LLC
1230 Rosecrans Ave, Suite 300
Manhattan Beach CA 90266, United States
Number of offices
1
Most active in
Tusker Capital, LLC has reported serving >5 clients in these states in the last 12 months.
California
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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