Crown Advisors Management, INC.

Fee-Only (% of Portfolio)

Crown Advisors Management manages investments for Foundation Partners, L.P., a private fund. Crown invests in equity securities, both long and short positions, seeking companies with growing revenues and earnings. Crown uses fundamental research, quantitative screening, and technical analysis to identify investment opportunities in global markets. Investors in the Fund must be accredited investors and “qualified clients.”

Assets Under Management$210M
Clients1
AdvisorsN/A
Avg. per Client$210M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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Crown Advisors Management, INC. | TrueAdvisor