Mordkovich Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mordkovich Capital, LLC provides investment supervisory services and financial planning primarily to individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management and tailored financial plans based on each client’s goals, time horizon, and documented investment policy statement.
The firm’s investment process combines charting and fundamental analysis and may use a range of trading strategies, including long- and short-term trading, short sales, margin, and options writing. Mordkovich Capital generally requests discretionary authority to implement portfolio decisions and conducts periodic reviews at least quarterly.
Distinctive features include a small, single-advisor practice managing roughly $25.6 million for a limited client base and an uncommon willingness among peers to offer performance-based fees to accredited/qualified investors calculated on net profits above a high-water mark and billed on a periodic basis. The firm also manages both performance-fee and non-performance-fee accounts (noting steps to avoid preferential treatment) and custodial relationships chosen for low transaction costs.
Client services
Expertise
Fee options
$1,000 to $5,000, negotiable
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.85% Above $5,000,000+: 0.80%
$200 to $500 per hour, negotiable
10% of net profits above a high-water mark for accredited/qualified investors
Main office
Westfield NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Mordkovich Capital LLC · Mordkovich Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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