Andrew Karr is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,636 clients with $33B in assets under management.
RAM's fees for separately managed accounts typically range from 0.50% to 1.5% annually for equity strategies and from 0.10% to 0.75% annually for fixed income strategies, depending on the investment strategy and the amount invested. Some fixed income strategies are available at no fee to private wealth clients through a wrap fee program. The standard fee for the Long/Short Equity Strategy is 1.5% annually plus a 20% performance fee. The standard fee for the FinTech Venture Capital strategy is 2.0% annually plus a 20% carried interest. The standard fee for its Growth Equity strategy is a 2.0% annual investment advisory fee (with the fee rate stepping down after the investment period) and a 20% carried interest, subject to a preferred return.
3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305
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Learn about disclosures →Andrew is an investment committee member for the United Jewish Endowment Fund and a member of the Jewish Federation of Greater Washington's finance committee. He is also a board member and investment committee chair for Woodmont Country Club, and a partner in Delta Investment Partners LP, a residential real estate investment and rental company, dedicating a few hours per week to this.
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