bc
Beryl Capital Management, LLC
SEC-regulated
Registered investment advisor
Beryl Capital Management LLC, established in 2013, is a registered investment adviser specializing in event-driven strategies. The firm primarily invests in publicly traded equity and equity-related securities, focusing on corporate acquisitions, mergers, and other special situations. Beryl manages assets on a discretionary basis and does not participate in wrap fee programs. The firm charges an annual fee of 1.5% of assets under management and may also charge performance fees of 10-20% of net profits. Beryl is a fiduciary and acts in the best interests of its clients. Clients of the firm include individuals, high-net-worth individuals, institutions, trusts, endowments, and pension plans. Beryl has a Code of Ethics in place to govern personal securities transactions and prevent the misuse of material nonpublic information. The firm has broad discretionary trading authority for client accounts, with certain limits for separately managed accounts. Beryl may pay higher commissions for soft dollar benefits used to pay for research. The firm reviews accounts daily, provides quarterly and annual performance reports, and offers proxy voting services based on clients' best interests. Beryl maintains strict privacy policies to protect clients' non-public personal information.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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