Pugh Capital Management, INC.

Fee-Only (% of Portfolio)

Pugh Capital provides investment management services focused on fixed income investments for institutional clients. Pugh Capital offers various strategies, including Core Fixed Income, Core Plus Fixed Income, Long Duration Strategy, and High Yield strategies, tailored to client needs. Pugh Capital uses both top-down and bottom-up research approaches to identify market inefficiencies and select securities.

Assets Under Management$13B
Clients44
Advisors4
Avg. per Client$300M
Avg. per Advisor$3.3B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Pugh Capital manages fixed income investments for institutional clients. Fees are negotiated individually with each client and vary based on the amount invested, the investment strategy selected, and other factors.

For example:

  • Core Fixed Income Strategy: 0.25% annually on the first $100 million, and 0.15% on amounts over $100 million.
  • Broad High Yield Market Strategy: 0.525% annually on the first $100 million, and 0.475% on amounts over $100 million.
Loading...
Location

4 Advisors at this firm

Pugh Capital Management, INC. | TrueAdvisor