Harbert Fund Advisors, LLC

Fee-Only (% of Portfolio)

Harbert Fund Advisors manages alternative investment funds focusing on real assets and private capital strategies, including real estate, power and infrastructure, and credit solutions. The firm structures its investments through pooled vehicles like limited partnerships and limited liability companies, and occasionally provides investment advice to institutional and high-net-worth investors on a separate account basis. Harbert Fund Advisors designs its offerings for sophisticated investors who can tolerate high risk and limited liquidity. The firm does not provide traditional retail financial planning or portfolio management services for everyday individual investors.

Assets Under Management$7.8B
Clients44
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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