Masters Capital Management, L.L.C
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Overview
Masters Capital Management, L.L.C is an advisory company located in Atlanta, Georgia. The firm administers $569.7 million in assets across five customer accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). It has a small group, including 12 financial advisors. Masters Capital Management, L.L.C does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as stocks, options and bonds.
Masters Capital Management, L.L.C administers all of the company's client assets in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments without requiring the customer's approval. The advisory firm's average account size is $113.9 million. The average financial advisor at Masters Capital Management, L.L.C manages fewer than one client account, placing it among the most individualized advisor firms in the country.
The firm's central office is located at 3060 Peachtree Road, Nw, Atlanta, Georgia 30305-2234. It is registered to provide services to investors in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Masters Capital Management, L.L.C by the Numbers

$569.7 million

16

5

$113.9 million
Products and Services
Services offered by Masters Capital Management, L.L.C can include portfolio management for pooled investment vehicles and selection of other advisers. However, the firm did not provide any of its customers with financial planning services in the previous fiscal year. The company is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees are based on the type of financial services provided. Fees billed by the company likely consist of any combination of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Masters Capital Management, L.L.C works with pooled investment vehicles. Out of its five accounts, Masters Capital Management, L.L.C's largest client by number of accounts is pooled investment vehicles. Around 40% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Masters Capital Management, L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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