Minot Capital, Lp

Minot Capital, LP, based in Broomfield, CO, has been providing investment advisory services since 2003. The firm specializes in discretionary investment management for institutional and family clients, offering both global advisory services and asset allocation strategies. The firm's ownership includes Kevin Risen, Scott Smith, and Annette Hopper. Minot's investment committee, led by the CIO, makes decisions for client accounts. The firm emphasizes a long-term perspective, equity bias, diversification, and value orientation in its investment approach. Minot's fees are negotiated individually based on services provided and assets managed, invoiced quarterly in arrears. The firm does not charge performance-based fees and has a minimum account size of $25 million. Clients have discretion over their investments, with Minot executing subscription documents and account openings. The firm conducts quarterly reviews of client accounts and provides detailed reports on portfolio performance and market analysis. Minot does not engage in soft dollar practices or receive referral fees. Client assets are held at third-party custodians, and the firm does not have custody of client funds. Minot does not vote proxies on behalf of clients and maintains a commitment to privacy and anti-money laundering compliance.