Form ADV - Investment Adviser Disclosure
Part 2A - Firm Brochure
Date: March 15, 2024
SEC File Number: 801-XXXXX
KTR Capital LLC
500 W 2nd St, Suite 1500
Austin, TX 78701
Phone: (512) 555-0100
Email: compliance@ktr.capital
Website: www.ktr.capital
Item 4 - Advisory Business
KTR Capital LLC is a registered investment adviser that provides investment advisory services to institutional investors and high-net-worth individuals...
Item 5 - Fees and Compensation
Our standard advisory fee schedule is as follows:
- First $50 million: 1.25% annually
- Next $50 million: 1.00% annually
- Over $100 million: 0.75% annually
Item 8 - Methods of Analysis
We employ quantitative analysis, fundamental research, and proprietary AI-driven models...
Item 11 - Code of Ethics
KTR Capital has adopted a Code of Ethics that sets forth high ethical standards...