Decathlon Capital Management Ii, LLC
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Overview
Decathlon Capital Management Ii, LLC is a financial advisory company headquartered in Park City, Utah. It controls $450.0 million in assets under management over six customer accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). Decathlon Capital Management Ii, LLC has a small group, including 5 financial advisors. Decathlon Capital Management Ii, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, equities and bonds.
Decathlon Capital Management Ii, LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction choices for the client's account are made by a portfolio manager without needing to seek the customer's approval. The investment advisory firm's typical account size is $75.0 million. The typical financial advisor at Decathlon Capital Management Ii, LLC oversees about one client account, placing it among the most individualized financial advisor firms in the country.
Decathlon Capital Management Ii, LLC's central office is located at 1441 West Ute Blvd, Suite 240, Park City, Utah 84098. The firm is registered to serve investors throughout a few states, including California and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Decathlon Capital Management Ii, LLC by the Numbers
$450.0 million
13
6
$75.0 million
Fee Structure
Financial management fees typically are based on which services the firm provides the client. Fees billed by Decathlon Capital Management Ii, LLC can be comprised of some blend of the following fee structures: asset-based or other. Decathlon Capital Management Ii, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
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
-
Find one of the 26% of firms that offer this fee type
Performance-based
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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
Types of Clients
It provides services to pooled investment vehicles. Out of its six clients, Decathlon Capital Management Ii, LLC's largest client by number of accounts is pooled investment vehicles. None of its accounts are represented by 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
Decathlon Capital Management Ii, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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