A complete list of active advisors currently associated with MinorKey Management
Warmer can help you find a great advisor at MinorKey Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at MinorKey Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Corona Del Mar, CA
| 10
|
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