M
MinorKey Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,762,172
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
MinorKey Management is an asset manager that provides discretionary portfolio management primarily for pooled and institutional vehicles while also offering separate-account services to individuals and high‑net‑worth clients. The firm charges fees based on assets under management and does not participate in wrap fee programs.
The firm pursues a value‑oriented, event‑driven, long/short strategy driven by intensive bottom‑up fundamental research augmented by a proprietary quantitative model, investing across geographies and market capitalizations. Portfolios can be concentrated (typically targeting a limited number of long positions), and the manager may use derivatives, short selling and leverage; discretionary accounts are managed with an emphasis on capital preservation and, for qualified clients, performance‑based fee arrangements are available.
Noteworthy features for a firm of this type and size include its explicit servicing of high‑net‑worth individuals in addition to institutional/pool mandates and its small, single‑professional structure. The firm maintains specific personal‑trading controls (pre‑clearance and brokerage restrictions) tied to an outside code of ethics and requires clients to use its chosen custodian, which the firm notes as part of its execution and operational model.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Private / alternative investments
Fee options
1.5% annually
1% management fee plus 10% of profits above a high water mark for qualified clients
Main office location
MinorKey Management
Corona Del Mar CA, United States
Number of offices
1
Most active in
MinorKey Management has reported serving >5 clients in these states in the last 12 months.
California · Texas
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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