Twenty Acre Capital Lp

CRD#306381
Investment Advisor Firm

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Learn more about Twenty Acre Capital Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Twenty Acre Capital Lp operates as a financial advisory firm based in Newtown, Pennsylvania. The company handles $123.4 million in assets under management throughout four client accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). Twenty Acre Capital Lp has a small team, including 6 financial advisors. Twenty Acre Capital Lp does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, equities and bonds.

    Twenty Acre Capital Lp oversees all of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices without requiring client authorization. Twenty Acre Capital Lp's average account size is $30.9 million. The average financial advisor at Twenty Acre Capital Lp oversees fewer than one client account, placing it among the most personalized firms in the country.

    Twenty Acre Capital Lp's central office is located at 790 Newtown Yardley Road, Newtown, Pennsylvania 18940. The firm is registered to provide services to customers in the state of Pennsylvania.

    Assets Under Management

    $123.4 million

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    790 Newtown Yardley Road
    Newtown, PA 18940

    Twenty Acre Capital Lp by the Numbers

    Total Assets Under Management

    $123.4 million

    National Average: $8.6 billion
    Total Number of Employees

    8

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $30.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees usually are based on which services are provided. However, fees billed by the firm most likely consist of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The company caters to pooled investment vehicles and sovereign wealth funds. Out of its four clients, Twenty Acre Capital Lp's biggest client group by number of accounts is pooled investment vehicles. Around 66% of the company's customers are non-U.S. persons.

    • 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

    Twenty Acre Capital Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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