Overview
- Headquarters
- Chicago, IL
- Total Firm Assets
- $225 million
- Average High-Net-Worth Client Portfolio Size
- $6.8 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: BANTAMAC CAPITAL FIRM BROCHURE (2025-11-28)
· View brochure text
Latest filing: BANTAMAC CAPITAL FIRM BROCHURE (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 1.75% |
| $10,000,001 | $20,000,000 | 1.50% |
| $20,000,001 | and above | 1.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $175,000 | 1.75% |
| $50 million | $700,000 | 1.40% |
| $100 million | $1,325,000 | 1.32% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 42.39%
- Number of High-Net-Worth Clients
- 14
- Total Client Accounts
- 49
- Discretionary Accounts
- 41
- Non-Discretionary Accounts
- 8
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 307765
- BANTAMAC CAPITAL FIRM BROCHURE (2026-03-27) · View brochure text
- BANTAMAC CAPITAL FIRM BROCHURE (2025-11-28) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗