Fee Schedules

Fee Disclosure Schedule.pdf

Caltech Capital

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© Caltech Capital LLC (“Caltech Capital”) is an non-registered investment adviser based in New York, New York. By using this website, you accept our Terms and Use and Privacy Policy. The content is for informational and educational purposes only and should not be construed as investment advice or an offer or solicitation in respect to any products or services for any persons who are prohibited from receiving such information under the laws applicable to their place of citizenship or residence. Past performance is no guarantee of future performances. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are illustrative purposes only and are not investment recommendations.
Caltech Capital is a multiple investment funds manager of Allocation Fund Accounts, Separately Managed Accounts (SMAs), and Hedge Fund Client Accounts. With those accounts, performance can vary widely from investor to investor as each portfolio is individually constructed and managed. Portfolio allocations are determined based on a wide array of researches, opportunities and market conditions the day the funds are invested. In an SMA, each investor may own Individual Exchange Traded Funds, (ETFs), individual equities or mutual funds. An investment with Caltech Capital is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. Refer to Caltech Capital’s Program Brochure. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Caltech Capital's fees. The rate of return on investments can vary widely over time, depending on short and long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Caltech Capital Clients by Interactive Brokers, an SEC registered broker-dealer and member of FINRA/SIPC.
For more information, see our disclosure. Contact: support@caltech.capital. Information provided by Caltech Capital is for informational and general educational purposes only and is not investment or financial advice.
Caltech Capital LLC515 Madison AvenueSuite 8116New York, NY 10022
© Caltech Capital LLC. All rights reserved.

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