Accredited Investors Management Fees Portfolios 
The Motley Fool
JULY 12, 2024
We also know that the fund would charge a 2% annual management fee, which would be higher than most actively managed mutual funds and ETFs charge but is significantly less than the performance-based fee that hedge funds typically charge on top of their management fee. annualized).
The Motley Fool
APRIL 20, 2024
Private equity and venture capital firms typically have access to investments that are not available to everyday investors. Well, to put it simply, these funds raise capital from ultrahigh-net-worth individuals called accredited investors. In other words, the value of the portfolio would need to rise by a factor of 6.9x
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The Big Picture
DECEMBER 4, 2024
But suddenly they find themselves sitting on an uncomfortably large percentage of their portfolio in a single name. The challenge for investors is how can they diversify when selling shares leads to owing big capital gains? What’s an investor to do? The fund runs 15 ETFs and manages nearly 3 billion in assets.
Axial
MAY 23, 2023
Both sellers and investors like Independent Sponsors’ boutique nature and deep operating experience. They tend to have fewer portfolio companies than private equity firms, which affords them a high degree of personal attention post-acquisition. We acquire and sustainably grow underrated businesses as independent sponsors.
Private Equity Wire
JANUARY 17, 2025
Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp. above an 8% hurdle.
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