Trawler Capital Management

Financial Advisor in Roslyn, NY

Firm Info
Address: 1044 Northern Blvd, Roslyn, NY 11576, USA
Phone: (516) 274-9855

Firm Size
Assets Under Management: $332 million
# of Advisors: 4
# of Clients: 1
Client to Advisor Ratio: -
Average Account Size: $332 million
# of Offices: 1

Services Offered
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Pooled Investment Vehicles

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Trawler Capital Management LLC Overview

Trawler Capital Management LLC is an investment advisory firm based in Roslyn, NY that has been in business since 2018. As a fee-based firm, their compensation structure is based on a percentage of assets under management, ensuring their interests are aligned with their clients’ investment goals. Their specialty lies in offering investment advice to clients on portfolio management of pooled investment vehicles. Trawler Capital Management LLC is a registered investment advisory firm that solely offers investment advice. This means that they do not sell or execute securities transactions on behalf of their clients. With a focus on providing expert portfolio management services, they are committed to helping their clients achieve success in the financial markets. By working with Trawler Capital Management LLC, clients can take advantage of their years of experience and unparalleled expertise in the field of investment management. As a firm with a headquarters in Roslyn, NY, Trawler Capital Management LLC is well-positioned to cater to clients in the greater New York area. They have a team of investment professionals who are dedicated to helping clients build and manage successful investment portfolios. By working with this firm, clients can benefit from personalized investment advice and streamlined portfolio management that is designed to meet their unique needs. With a reputation for excellence and a commitment to providing exceptional service, Trawler Capital Management LLC is the ideal partner for investors seeking expert guidance and support.

TRAWLER CAPITAL MANAGEMENT LLC serves a diverse group of clients in the investment industry. The firm is well-equipped to handle pooled investment vehicles, which includes hedge funds, private equity firms, mutual funds, and other group investment products. These clients come to TRAWLER CAPITAL MANAGEMENT LLC for their expertise in investment management, financial planning, and risk assessment. Additionally, the firm caters to high net worth individuals who require specialized investment advice and asset management services. TRAWLER CAPITAL MANAGEMENT LLC offers flexible fee structures depending on the service provided. The firm charges a percentage of AUM (Assets Under Management) for their asset management services. This fee is a percentage of the total value of the assets being managed by the firm. In addition, TRAWLER CAPITAL MANAGEMENT LLC has performance-based fees, which are fees paid to the investment manager based on the performance of the portfolio. These fees incentivize the firm to achieve outstanding returns for its clients. Overall, the fee structures offered by TRAWLER CAPITAL MANAGEMENT LLC are designed to be cost-effective for clients while ensuring the firm is adequately compensated for its services.

Typical Clients, Fee Structures & Investment Minimum

According to Trawler Capital Management LLC's Part 2 Brochure, the firm's minimum investment requirements vary depending on the client. However, their note about investment minimums states that the required minimum for third-party investors is generally $5 million. It's important to note that this minimum investment amount may be waived at the discretion of Trawler.

How This Office Can Help Roslyn, NY Residents

Trawler Capital Management is a financial services company that helps clients in Roslyn, NY navigate their unique financial situations. Many residents of Roslyn might be facing challenges such as managing debt, saving for retirement, or putting together an estate plan. Trawler Capital Management can provide guidance and advice on these issues, helping individuals create a personalized financial plan that fits their unique needs. For those struggling with debt, Trawler Capital Management can offer debt management strategies, including budgeting and debt consolidation. Retirement planning is another area of expertise for the company, which can provide guidance on saving, investing, and creating a retirement income stream. Finally, Trawler Capital Management can assist Roslyn residents in putting together an estate plan that protects their assets and ensures their wishes are carried out after they pass away. With a team of experienced financial advisors, Trawler Capital Management is well-equipped to help clients in Roslyn, NY with their financial needs.

To view the Minimum Investment and Fee Schedule for Trawler Capital Management LLC, visit their Part 2 Brochure.

Services Offered by Trawler Capital Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Trawler Capital Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients


This Office Location

Firm location 1044 Northern Blvd, Roslyn, NY 11576, USA
Phone (516) 274-9855
Directions
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Other Office Locations

This firm has no other locations.


Disciplinary History

Trawler Capital Management LLC does not have any disclosures. Please visit it's Form ADV for more details.